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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1000 | 1031 | 992 | 1073 | 1241 |
Fund Return | 0.04% | 0.04% | 3.15% | -0.28% | 1.42% | 2.18% |
Place in category | 181 | 181 | 183 | 115 | 118 | 88 |
% in Category | 58 | 58 | 58 | 45 | 52 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.45B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.06B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 25.55B | 14.08 | 7.15 | - | ||
T. Rowe Price Capital AppreciationI | 25.72B | 5.19 | 7.95 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.03B | 12.98 | 8.36 | 15.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.1B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.65B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH 5.75% | - | 0.99 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 0.64 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 0.58 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.55 | - | - | |
CHICAGO ILL MIDWAY ARPT REV 5% | - | 0.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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