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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 991 | 1039 | 951 | 1040 | 1263 |
Fund Return | -0.65% | -0.86% | 3.88% | -1.65% | 0.8% | 2.36% |
Place in category | 69 | 74 | 75 | 65 | 73 | 41 |
% in Category | 32 | 35 | 41 | 43 | 49 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.36B | 7.78 | 5.75 | 9.15 | ||
MFS Value R6 | 20.15B | 7.82 | 5.86 | 9.26 | ||
MFS Growth R6 | 18.68B | 17.98 | 8.57 | 14.74 | ||
MFS Instl International Equity | 15.49B | 6.38 | 4.30 | 6.59 | ||
MFS Intl Diversification I | 14.64B | 6.21 | 0.04 | 5.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.42B | -1.42 | -1.31 | 2.76 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.64B | -0.30 | -1.09 | 3.16 | ||
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 Strategic Muni Opps Instl | 4.04B | 0.14 | -1.85 | 2.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | - | 0.66 | - | - | |
NEW YORK TRANSN DEV CORP SPL FAC REV 5.13% | - | 0.61 | - | - | |
NORTH CAROLINA TPK AUTH TRIANGLE EXPWY SYS REV 5% | - | 0.61 | - | - | |
NATIONAL FIN AUTH N H LEASE RENT REV 5.88% | - | 0.56 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25% | - | 0.54 | - | - |
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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