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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 994 | 1052 | 968 | 1082 | 1365 |
Fund Return | -0.3% | -0.65% | 5.17% | -1.09% | 1.58% | 3.16% |
Place in category | 21 | 27 | 14 | 16 | 9 | 4 |
% in Category | 13 | 15 | 10 | 13 | 6 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.42B | -1.42 | -1.31 | 2.76 | ||
MainStay Tax-Free Bond I | 7.12B | -1.49 | -1.65 | 2.71 | ||
Franklin Federal Tax-Free Income A | 4.63B | -0.43 | -1.69 | 1.96 | ||
BlackRock Municipal Series Trust St | 4.04B | 0.11 | -1.89 | 2.12 | ||
BlackRock Strategic Muni Opps Instl | 4.04B | 0.14 | -1.85 | 2.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.66 | - | - | |
BUCKEYE OHIO TOB SETTLEMENT FING AUTH | - | 0.49 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.42 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.37 | - | - | |
NEW MEXICO MUN ENERGY ACQUISITION AUTH GAS SUPPLY REV | - | 0.31 | - | - |
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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