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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 993 | 1034 | 956 | 1035 | 1230 |
Fund Return | -0.66% | -0.73% | 3.39% | -1.5% | 0.68% | 2.09% |
Place in category | 91 | 70 | 112 | 191 | 161 | 47 |
% in Category | 30 | 25 | 40 | 79 | 70 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.09B | 11.27 | 9.53 | 12.66 | ||
BlackRock Equity Dividend Instl | 10.31B | 8.20 | 5.78 | 9.54 | ||
BlackRock International Index Instl | 10.26B | 7.83 | 3.34 | 4.65 | ||
BlackRock International Index Inv A | 10.26B | 7.69 | 3.07 | 4.38 | ||
BlackRock International Index K | 10.26B | 7.82 | 3.38 | 4.70 |
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 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.52 | - | - | |
MASSACHUSETTS ST | - | 1.40 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.32 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.29 | - | - | |
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Buy | Neutral | Sell |
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