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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1008 | 1038 | 964 | 1028 | 1250 |
Fund Return | 0.78% | 0.78% | 3.77% | -1.22% | 0.56% | 2.26% |
Place in category | 11 | 11 | 115 | 115 | 136 | 87 |
% in Category | 9 | 9 | 69 | 71 | 90 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.47B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.48B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 10.04B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 10.04B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 10.04B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -0.07 | -0.34 | 3.21 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | 0.75 | -0.05 | 3.59 | ||
MainStay Tax-Free Bond I | 7.05B | -0.22 | -0.72 | 3.18 | ||
Franklin Federal Tax-Free Income A | 4.64B | 0.52 | -0.75 | 2.36 | ||
BlackRock Strategic Muni Opps Instl | 4.01B | 0.93 | -1.01 | 2.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.50 | - | - | |
OHIO ST WTR DEV AUTH WTR POLLUTN CTL REV | - | 1.49 | - | - | |
United States Treasury Bills | - | 1.23 | - | - | |
PUERTO RICO COMWLTH | - | 1.09 | - | - | |
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV | - | 1.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Neutral |
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