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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1034 | 1074 | 984 | 1064 | 1324 |
Fund Return | 1.89% | 3.4% | 7.43% | -0.55% | 1.24% | 2.85% |
Place in category | 122 | 60 | 77 | 38 | 21 | 17 |
% in Category | 68 | 45 | 46 | 29 | 18 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.92B | 1.94 | -0.47 | 2.93 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.28B | 3.33 | -0.30 | 3.36 | ||
MainStay Tax-Free Bond I | 7.33B | 1.72 | -0.79 | 2.83 | ||
Franklin Federal Tax-Free Income A | 4.54B | 2.93 | -0.87 | 2.12 | ||
Wells Fargo Municipal Bond Inst | 4.35B | 2.25 | -0.26 | 2.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.39 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.30 | - | - | |
DENTON TEX INDPT SCH DIST | - | 0.29 | - | - | |
UNIVERSITY MASS BLDG AUTH PROJ REV | - | 0.25 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.25 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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