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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 992 | 1024 | 981 | 1068 | 1217 |
Fund Return | -0.84% | -0.77% | 2.35% | -0.64% | 1.33% | 1.98% |
Place in category | 167 | 170 | 170 | 74 | 80 | 85 |
% in Category | 54 | 55 | 54 | 30 | 35 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.82B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.93B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.88B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.42B | 2.35 | -1.62 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.28B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.71B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.62B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FRANKLIN CNTY OHIO HOSP REV 3.85% | - | 1.18 | - | - | |
DENVER COLO CITY & CNTY ARPT REV 5.5% | - | 1.08 | - | - | |
HARRIS CNTY TEX CULTURAL ED FACS FIN CORP REV 3.85% | - | 0.96 | - | - | |
NEW YORK TRANSN DEV CORP SPL FAC REV 4% | - | 0.83 | - | - | |
ILLINOIS ST 5% | - | 0.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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