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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 991 | 1032 | 963 | 1066 | 1316 |
Fund Return | -0.74% | -0.93% | 3.23% | -1.26% | 1.29% | 2.78% |
Place in category | 46 | 82 | 54 | 48 | 48 | 18 |
% in Category | 24 | 40 | 29 | 32 | 36 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.16B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.81B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.96B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.31B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.42B | 1.34 | 4.16 | 6.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -1.44 | -1.14 | 2.92 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | -0.53 | -0.89 | 3.31 | ||
MainStay Tax-Free Bond I | 7.07B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.64B | -0.77 | -1.60 | 2.09 | ||
BlackRock Municipal Series Trust St | 4B | -0.21 | -1.75 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | - | 0.66 | - | - | |
NORTH CAROLINA TPK AUTH TRIANGLE EXPWY SYS REV 5% | - | 0.60 | - | - | |
NEW YORK TRANSN DEV CORP SPL FAC REV 5.13% | - | 0.59 | - | - | |
NATIONAL FIN AUTH N H LEASE RENT REV 5.88% | - | 0.56 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25% | - | 0.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | Neutral |
Summary | Strong Buy | Neutral | Neutral |
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