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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1007 | 1084 | 1165 | 1288 | 1581 |
Fund Return | 2.87% | 0.72% | 8.4% | 5.22% | 5.2% | 4.69% |
Place in category | 2 | 15 | 4 | 18 | 8 | 7 |
% in Category | 1 | 20 | 5 | 26 | 18 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 7.24B | -0.01 | 1.99 | 2.25 | ||
Nuveen Limited Term Municipal BondI | 3.84B | 1.14 | 2.24 | 1.84 | ||
Nuveen Santa Barbara Dividend GrowI | 2.46B | 1.56 | 10.78 | 10.79 | ||
Nuveen All-American Municipal BondA | 2.06B | -1.38 | 0.96 | 1.89 | ||
Nuveen All-American Municipal Bond | 1.78B | -1.28 | 1.16 | 2.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 5.87B | 1.74 | 4.74 | 4.44 | ||
Principal Preferred Securities Inst | 3.76B | 2.19 | 5.27 | 4.17 | ||
Cohen & Steers Low Duration Pref & | 1.42B | 2.46 | 5.71 | - | ||
Principal Capital Securities S | 1.13B | 2.86 | 6.37 | 4.92 | ||
Principal Preferred Securities A | 635.57M | 2.07 | 5.00 | 3.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays PLC 9.63% | - | 1.92 | - | - | |
SBL Holdings Inc. 7% | - | 1.60 | - | - | |
NatWest Group PLC 8.13% | - | 1.56 | - | - | |
Banco Santander, S.A. 9.63% | - | 1.46 | - | - | |
JPMorgan Chase & Co. 6.88% | - | 1.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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