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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1022 | 1092 | 981 | 1052 | 1288 |
Fund Return | 6.89% | 2.22% | 9.21% | -0.62% | 1.02% | 2.57% |
Place in category | 3 | 2 | 3 | 211 | 160 | 18 |
% in Category | 1 | 1 | 1 | 86 | 68 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 394.29M | 4.01 | -1.03 | 2.00 | ||
Sit Large Cap Growth | 235.72M | 25.42 | 9.01 | 14.45 | ||
Sit Dividend Growth I | 224.43M | 22.14 | 9.68 | 11.26 | ||
Sit Mid Cap Growth | 217.44M | 18.78 | 4.64 | 9.32 | ||
Sit Small Cap Growth | 120.6M | 22.27 | 3.53 | 8.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 74.83B | 1.78 | 0.14 | 2.25 | ||
Bridge Builder Municipal Bond | 16.25B | 2.08 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.91B | 2.30 | -0.35 | 2.23 | ||
Nuveen Intermediate Duration Muni | 6.89B | 1.90 | -0.32 | 2.27 | ||
American Funds Tax-Exempt Bond F2 | 5.79B | 2.49 | -0.17 | 2.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 2.5% | - | 1.62 | - | - | |
TEXAS ST DEPT HSG & CMNTY AFFAIRS RESIDENTIAL MTG REV 5.25% | - | 1.05 | - | - | |
TEXAS ST DEPT HSG & CMNTY AFFAIRS RESIDENTIAL MTG REV 5.125% | - | 1.04 | - | - | |
INDIANA ST HSG & CMNTY DEV AUTH SINGLE FAMILY REV 4.8% | - | 1.02 | - | - | |
MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 2.75% | - | 0.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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