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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 995 | 1047 | 978 | 1089 | 1344 |
Fund Return | -0.38% | -0.48% | 4.65% | -0.73% | 1.72% | 3% |
Place in category | 12 | 17 | 8 | 9 | 10 | 9 |
% in Category | 6 | 9 | 5 | 6 | 7 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | -0.45 | 0.45 | 3.90 | ||
PIMCO StocksPLUS Instl | 1.83B | 6.28 | 6.68 | 11.88 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 0.81 | 3.19 | 3.73 | ||
PIMCO RAE Fundamental EMkts Instl | 1.62B | 5.97 | 5.05 | - | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.32B | 9.83 | 9.49 | 8.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -1.44 | -1.14 | 2.92 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | -0.53 | -0.89 | 3.31 | ||
MainStay Tax-Free Bond I | 7.04B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.61B | -0.77 | -1.60 | 2.09 | ||
BlackRock Municipal Series Trust St | 3.98B | -0.21 | -1.75 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 3.65% | - | 0.93 | - | - | |
SAN DIEGO CNTY CALIF REGL ARPT AUTH ARPT REV 5.25% | - | 0.86 | - | - | |
TEXAS WTR DEV BRD REV 4.875% | - | 0.86 | - | - | |
FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.548% | - | 0.76 | - | - | |
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 4.1% | - | 0.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Neutral |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Neutral | Neutral | Neutral |
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