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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 993 | 1042 | 971 | 1092 | 1373 |
Fund Return | -0.56% | -0.67% | 4.16% | -0.97% | 1.78% | 3.22% |
Place in category | 24 | 35 | 16 | 17 | 9 | 5 |
% in Category | 13 | 20 | 10 | 12 | 6 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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 | 7.06B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.63B | -0.77 | -1.60 | 2.09 | ||
BlackRock Municipal Series Trust St | 4B | -0.21 | -1.75 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.66 | - | - | |
BUCKEYE OHIO TOB SETTLEMENT FING AUTH | - | 0.49 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.42 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.37 | - | - | |
NEW MEXICO MUN ENERGY ACQUISITION AUTH GAS SUPPLY REV | - | 0.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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