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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1008 | 1047 | 910 | 1017 | 1272 |
Fund Return | 1.49% | 0.82% | 4.74% | -3.1% | 0.33% | 2.44% |
Place in category | 36 | 62 | 78 | 153 | 133 | 53 |
% in Category | 18 | 28 | 41 | 91 | 85 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.7B | 1.20 | -0.39 | 2.44 | ||
Nuveen Limited Term Municipal BondI | 4.36B | 1.35 | 0.52 | 1.81 | ||
Nuveen Preferred Securities I | 3.46B | 4.85 | 0.39 | 4.36 | ||
Nuveen Santa Barbara Dividend GrowI | 2.46B | 8.58 | 8.63 | 10.70 | ||
Nuveen All-American Municipal Bond | 1.99B | 1.62 | -2.92 | 2.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.74B | 0.34 | -0.85 | 2.94 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.91B | 1.72 | -0.64 | 3.37 | ||
MainStay Tax-Free Bond I | 7.15B | 0.21 | -1.21 | 2.86 | ||
Franklin Federal Tax-Free Income A | 4.57B | 1.34 | -1.26 | 2.13 | ||
BlackRock Strategic Muni Opps Inv A | 3.97B | 2.55 | -1.35 | 2.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CHICAGO ILL BRD ED DEDICATED CAP IMPT 6% | - | 1.68 | - | - | |
Vistra | - | 1.23 | - | - | |
WALKER CNTY ALA ECONOMIC & INDL DEV AUTH SOLID WASTE DISP REV 3.9% | - | 1.04 | - | - | |
PORT AUTH N Y & N J 5% | - | 0.93 | - | - | |
OKLAHOMA TRANSN AUTH OK F/K/A OKLAHOMA ST TPK AUTH 5.5% | - | 0.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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