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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1012 | 1062 | 976 | 1053 | 1223 |
Fund Return | 3.61% | 1.23% | 6.2% | -0.8% | 1.04% | 2.03% |
Place in category | 47 | 68 | 60 | 56 | 53 | 44 |
% in Category | 54 | 80 | 71 | 71 | 72 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.5B | 22.45 | 8.52 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.36B | 16.67 | 6.82 | 10.41 | ||
ClearBridge Large Cap Growth I | 4.37B | 3.23 | 12.40 | 15.15 | ||
ClearBridge Aggressive Growth A | 4.13B | 4.95 | 5.71 | 6.56 | ||
ClearBridge Large Cap Growth A | 3.95B | 27.65 | 7.36 | 14.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard NY Long-Term Tax-Exempt Ad | 4.59B | 0.19 | 0.53 | 2.42 | ||
Oppenheimer Rochester Fund MuniciA | 3.42B | 0.02 | -0.49 | 3.87 | ||
Franklin NY Tax-Free Income A | 1.69B | 0.09 | -0.21 | 1.33 | ||
BlackRock NY Municipal Opps Instl | 1.18B | 0.48 | 0.98 | 2.50 | ||
BlackRock NY Municipal Opps Inv A | 1.18B | 0.36 | 0.70 | 2.23 |
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 | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Sell | Strong Sell |
Summary | Strong Buy | Sell | Strong Sell |
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