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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1012 | 1060 | 971 | 1045 | 1204 |
Fund Return | 3.43% | 1.18% | 5.99% | -0.98% | 0.88% | 1.87% |
Place in category | 56 | 71 | 69 | 66 | 58 | 46 |
% in Category | 68 | 87 | 81 | 85 | 78 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.32B | 22.45 | 8.52 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.26B | 16.67 | 6.82 | 10.41 | ||
ClearBridge Large Cap Growth I | 4.23B | 28.02 | 7.69 | 14.52 | ||
ClearBridge Aggressive Growth A | 3.93B | 12.14 | 1.08 | 5.79 | ||
ClearBridge Large Cap Growth A | 3.84B | 27.65 | 7.36 | 14.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard NY Long-Term Tax-Exempt Ad | 4.54B | 1.98 | -0.53 | 2.58 | ||
Oppenheimer Rochester Fund MuniciA | 3.43B | 1.65 | -1.59 | 4.08 | ||
Franklin NY Tax-Free Income A | 1.71B | 1.87 | -1.31 | 1.47 | ||
BlackRock NY Municipal Opps Instl | 1.17B | 2.36 | 0.07 | 2.63 | ||
BlackRock NY Municipal Opps Inv A | 1.17B | 2.10 | -0.18 | 2.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 4% | - | 4.76 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH N Y REVS 0% | - | 4.59 | - | - | |
PORT AUTH N Y & N J 5% | - | 3.57 | - | - | |
LIBERTY N Y DEV CORP REV 5.5% | - | 3.57 | - | - | |
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5% | - | 3.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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