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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 999 | 1037 | 1008 | 1069 | 1183 |
Fund Return | 0.2% | -0.1% | 3.67% | 0.26% | 1.34% | 1.7% |
Place in category | 96 | 98 | 31 | 81 | 32 | 11 |
% in Category | 47 | 49 | 14 | 47 | 20 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
Nuveen Preferred Securities I | 3.39B | 4.00 | 0.47 | 4.37 | ||
Nuveen Santa Barbara Dividend GrowI | 2.44B | 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 Ltd-Term Tx-Ex Adm | 28.39B | -0.15 | 0.39 | 1.45 | ||
Vanguard Short-Term Tx-Ex Adm | 14.4B | 0.65 | 1.27 | 1.24 | ||
AB Diversified Municipal | 4.89B | -0.35 | -0.32 | 1.64 | ||
AB Intermediate Diversified Muni A | 4.89B | -0.43 | -0.51 | 1.41 | ||
AB Intermediate Diversified Muni Ad | 4.89B | -0.32 | -0.26 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra | - | 3.52 | - | - | |
NEW YORK ST ENERGY RESH & DEV AUTH POLLUTN CTL REV 3% | - | 0.88 | - | - | |
PUERTO RICO COMWLTH 5.38% | - | 0.80 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.66 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.60 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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