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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1002 | 1035 | 970 | 1048 | 1244 |
Fund Return | 0.19% | 0.19% | 3.5% | -1.03% | 0.95% | 2.21% |
Place in category | 135 | 135 | 145 | 222 | 189 | 77 |
% in Category | 39 | 39 | 47 | 87 | 83 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 14.89B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.31B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 9.73B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 9.73B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.73B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.1B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.65B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.33 | - | - | |
MASSACHUSETTS ST | - | 1.41 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.33 | - | - | |
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV | - | 1.28 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Sell | Neutral |
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