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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1009 | 1042 | 1016 | 1076 | 1197 |
Fund Return | 1.35% | 0.92% | 4.18% | 0.52% | 1.48% | 1.81% |
Place in category | 49 | 22 | 12 | 77 | 23 | 11 |
% in Category | 28 | 9 | 5 | 45 | 15 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.7B | 1.20 | -0.39 | 2.44 | ||
Nuveen Preferred Securities I | 3.47B | 4.85 | 0.39 | 4.36 | ||
Nuveen Santa Barbara Dividend GrowI | 2.5B | 8.58 | 8.63 | 10.70 | ||
Nuveen All-American Municipal BondA | 2.06B | 1.49 | -3.10 | 2.44 | ||
Nuveen All-American Municipal Bond | 1.99B | 1.62 | -2.92 | 2.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.6B | 0.66 | 0.65 | 1.54 | ||
Vanguard Short-Term Tx-Ex Adm | 14.36B | 1.26 | 1.47 | 1.30 | ||
AB Diversified Municipal | 5.03B | 0.76 | -0.00 | 1.77 | ||
AB Intermediate Diversified Muni A | 5.03B | 0.66 | -0.19 | 1.54 | ||
AB Intermediate Diversified Muni Ad | 5.03B | 0.79 | 0.06 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra | - | 3.84 | - | - | |
NEW YORK ST ENERGY RESH & DEV AUTH POLLUTN CTL REV 3% | - | 0.84 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.58 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.58 | - | - | |
LOUISIANA PUB FACS AUTH HOSP REV 5% | - | 0.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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