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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1234 | 1078 | 1275 | 1503 | 1874 | 2865 |
Fund Return | 23.38% | 7.85% | 27.55% | 14.54% | 13.39% | 11.1% |
Place in category | 389 | 138 | 611 | 25 | 132 | 60 |
% in Category | 32 | 13 | 54 | 3 | 15 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.09B | 0.31 | 1.01 | 2.68 | ||
BNY Mellon Natl Interm Muni Bd M | 1.62B | 0.64 | 0.83 | 1.85 | ||
BNY Mellon Mid Cap Multi-Strategy M | 804.75M | 4.67 | 7.06 | 10.07 | ||
BNY Mellon Asset Allocation M | 436.68M | 2.62 | 5.54 | 7.49 | ||
BNY Mellon Natl Short Term Muni Bd | 342.35M | 0.54 | 1.76 | 1.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.43B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.73 | 26.24 | +0.65% | |
Cisco | US17275R1023 | 4.34 | 64.84 | +0.39% | |
Medtronic | IE00BTN1Y115 | 3.91 | 87.00 | +1.08% | |
L3Harris Technologies | US5024311095 | 3.29 | 194.65 | -0.54% | |
Bank of America | US0605051046 | 2.82 | 46.01 | -1.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Strong Buy | Strong Sell | Strong Sell |
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