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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1037 | 1366 | 1255 | 2059 | 4135 |
Fund Return | 8.37% | 3.72% | 36.58% | 7.88% | 15.54% | 15.25% |
Place in category | 331 | 660 | 133 | 124 | 125 | 81 |
% in Category | 27 | 55 | 13 | 17 | 16 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
Nuveen Limited Term Municipal BondI | 4.23B | -0.12 | 0.22 | 1.73 | ||
Nuveen Preferred Securities I | 3.36B | 2.26 | 0.08 | 4.35 | ||
Nuveen Santa Barbara Dividend GrowI | 2.37B | 1.77 | 6.85 | 10.40 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.44 | -3.17 | 2.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.71 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 8.67 | 176.44 | -1.60% | |
NVIDIA | US67066G1040 | 8.27 | 1,096.33 | -0.82% | |
Apple | US0378331005 | 4.36 | 192.25 | +0.54% | |
Alphabet A | US02079K3059 | 3.99 | 172.50 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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