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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1004 | 1032 | 1017 | 1083 | 1201 |
Fund Return | 0.43% | 0.43% | 3.22% | 0.56% | 1.6% | 1.85% |
Place in category | 74 | 74 | 51 | 69 | 17 | 15 |
% in Category | 36 | 36 | 25 | 40 | 9 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
Nuveen Preferred Securities I | 3.31B | 3.28 | 0.86 | 4.56 | ||
Nuveen Santa Barbara Dividend GrowI | 2.35B | 5.74 | 9.62 | 10.85 | ||
Nuveen All-American Municipal BondA | 2.06B | 0.66 | -2.36 | 2.69 | ||
Nuveen All-American Municipal Bond | 2.01B | 0.72 | -2.16 | 2.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.71B | 0.22 | 0.64 | 1.56 | ||
Vanguard Short-Term Tx-Ex Adm | 14.78B | 0.48 | 1.27 | 1.24 | ||
AB Diversified Municipal | 4.92B | 0.29 | 0.18 | 1.86 | ||
AB Intermediate Diversified Muni A | 4.92B | 0.24 | -0.01 | 1.62 | ||
AB Intermediate Diversified Muni Ad | 4.92B | 0.31 | 0.24 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Energy HBR Corp | US29279N1028 | 4.55 | - | - | |
NEW YORK ST ENERGY RESH & DEV AUTH POLLUTN CTL REV 3% | - | 0.86 | - | - | |
PUERTO RICO COMWLTH 5.38% | - | 0.80 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.64 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.59 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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