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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1065 | 1096 | 1488 | 1866 | 2533 |
Fund Return | 9.55% | 6.49% | 9.55% | 14.17% | 13.28% | 9.74% |
Place in category | 752 | 1189 | 752 | 51 | 170 | 92 |
% in Category | 64 | 94 | 64 | 5 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.9B | -0.33 | -0.77 | 2.96 | ||
BNY Mellon Natl Interm Muni Bd M | 1.81B | -1.13 | -0.82 | 1.99 | ||
BNY Mellon Mid Cap Multi-Strategy M | 1.19B | 2.55 | 1.41 | 9.21 | ||
BNY Mellon Asset Allocation M | 430.69M | 2.27 | 2.00 | 6.52 | ||
BNY Mellon Natl Short Term Muni Bd | 369.4M | -0.01 | 0.23 | 0.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.97B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.29 | 200.71 | +1.92% | |
Medtronic | IE00BTN1Y115 | 4.04 | 82.28 | +1.11% | |
AbbVie | US00287Y1091 | 3.78 | 157.07 | -0.75% | |
Assurant | US04621X1081 | 3.14 | 169.01 | +1.38% | |
Becton Dickinson | US0758871091 | 3.09 | 228.79 | -0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Buy |
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