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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1015 | 1066 | 1000 | 1090 | 1341 |
Fund Return | 3.49% | 1.52% | 6.59% | 0.01% | 1.74% | 2.97% |
Place in category | 111 | 66 | 90 | 35 | 19 | 12 |
% in Category | 61 | 40 | 49 | 25 | 14 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard High-Yield Tax-Exempt Adm | 14.51B | 4.99 | 0.24 | 3.40 | ||
MainStay Tax-Free Bond I | 7.49B | 3.00 | -0.40 | 2.81 | ||
Wells Fargo Municipal Bond Inst | 4.59B | 3.54 | 0.16 | 2.70 | ||
Franklin Federal Tax-Free Income A | 4.31B | 4.70 | -0.29 | 2.17 | ||
BlackRock Strategic Muni Opps Instl | 3.83B | 4.90 | -0.58 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.40 | - | - | |
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 | - | 0.23 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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