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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 967 | 1056 | 1033 | 1128 | 1209 | 1816 |
Fund Return | -3.32% | 5.57% | 3.26% | 4.09% | 3.87% | 6.15% |
Place in category | 191 | 127 | 166 | 73 | 138 | 66 |
% in Category | 68 | 50 | 60 | 32 | 59 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
Nuveen Limited Term Municipal BondI | 4.27B | 0.43 | 0.56 | 1.85 | ||
Nuveen Preferred Securities I | 3.31B | 3.23 | 0.84 | 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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.41B | -1.18 | 1.74 | 6.22 | ||
Vanguard REIT Index I | 10.37B | -1.16 | 1.78 | 6.24 | ||
Vanguard Real Estate II Index Fund | 8.77B | -1.17 | 1.78 | - | ||
DFA Real Estate Securities I | 6.54B | -1.28 | 2.54 | 6.85 | ||
Cohen & Steers Instl Realty Shares | 6.57B | -0.49 | 3.48 | 7.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 11.79 | 105.01 | +0.91% | |
Equinix | US29444U7000 | 7.89 | 726.34 | -0.72% | |
Public Storage | US74460D1090 | 5.28 | 262.93 | +2.02% | |
VICI Properties | US9256521090 | 4.38 | 29.05 | +2.04% | |
American Tower | US03027X1000 | 4.27 | 174.99 | +1.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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