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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 995 | 1040 | 977 | 1057 | 1253 |
Fund Return | -0.32% | -0.47% | 3.98% | -0.77% | 1.12% | 2.28% |
Place in category | 39 | 22 | 42 | 63 | 61 | 27 |
% in Category | 13 | 8 | 14 | 26 | 27 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Limited Term Municipal BondI | 4.23B | 0.20 | 0.26 | 1.70 | ||
Nuveen Preferred Securities I | 3.39B | 4.00 | 0.47 | 4.37 | ||
Nuveen Santa Barbara Dividend GrowI | 2.41B | 5.59 | 7.71 | 10.61 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.12 | -3.38 | 2.28 | ||
Nuveen All-American Municipal Bond | 1.97B | -0.02 | -3.18 | 2.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.4B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.68B | -1.01 | -1.22 | 2.20 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | -0.93 | -1.04 | 2.36 | ||
Goldman Sachs Dynamic Municipal | 4.8B | -0.01 | -0.58 | 2.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra | - | 2.36 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.65 | - | - | |
WASHINGTON ST HSG FIN COMMN 3.5% | - | 0.51 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.48 | - | - | |
WHITING IND ENVIRONMENTAL FACS REV 5% | - | 0.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Neutral |
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