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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1002 | 1041 | 939 | 1023 | 1286 |
Fund Return | 0.63% | 0.19% | 4.06% | -2.07% | 0.46% | 2.55% |
Place in category | 7 | 7 | 12 | 249 | 207 | 15 |
% in Category | 2 | 2 | 4 | 97 | 91 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 400.45M | 0.06 | -1.89 | 1.90 | ||
Sit Dividend Growth I | 222.61M | 14.88 | 8.98 | 10.32 | ||
Sit Mid Cap Growth | 202.18M | 1.95 | 1.06 | 8.48 | ||
Sit Large Cap Growth | 213.12M | 4.89 | 7.23 | 13.74 | ||
Sit Small Cap Growth | 111.4M | 4.74 | -2.16 | 7.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.51B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.71B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.6B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 2.5% | - | 1.47 | - | - | |
TEXAS ST DEPT HSG & CMNTY AFFAIRS RESIDENTIAL MTG REV 5.25% | - | 0.99 | - | - | |
NEW YORK ST MTG AGY HOMEOWNER MTG REV 4.8% | - | 0.96 | - | - | |
OHIO ST HSG FIN AGY RESIDENTIAL MTG REV 5.1% | - | 0.92 | - | - | |
MICHIGAN ST HSG DEV AUTH SINGLE FAMILY MTG REV 2.75% | - | 0.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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