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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1005 | 1145 | 997 | 1086 | 1364 |
Fund Return | 3.05% | 0.47% | 14.49% | -0.08% | 1.66% | 3.16% |
Place in category | 29 | 58 | 31 | 21 | 12 | 6 |
% in Category | 16 | 27 | 19 | 14 | 9 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 17.18B | 1.60 | -0.26 | 2.80 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.58B | 3.12 | -0.00 | 3.24 | ||
MainStay Tax-Free Bond I | 7.55B | 1.28 | -0.61 | 2.63 | ||
Wells Fargo Municipal Bond Inst | 4.6B | 1.99 | -0.05 | 2.56 | ||
Franklin Federal Tax-Free Income A | 4.45B | 3.06 | -0.48 | 2.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.62 | - | - | |
BUCKEYE OHIO TOB SETTLEMENT FING AUTH | - | 0.42 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.40 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.32 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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