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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1077 | 1075 | 993 | 1118 | 1383 |
Fund Return | 7.46% | 7.74% | 7.46% | -0.25% | 2.25% | 3.29% |
Place in category | 8 | 16 | 8 | 84 | 44 | 11 |
% in Category | 4 | 6 | 4 | 34 | 23 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.94B | -0.11 | -0.95 | 2.82 | ||
BNY Mellon Natl Interm Muni Bd M | 1.8B | -1.66 | -1.11 | 1.84 | ||
BNY Mellon Mid Cap Multi-Strategy M | 1.11B | 4.29 | 1.81 | 9.24 | ||
BNY Mellon Asset Allocation M | 432.33M | 5.77 | 2.94 | 6.70 | ||
BNY Mellon Natl Short Term Muni Bd | 370.5M | 0.13 | 0.28 | 0.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.53B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.74B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.61B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CLIFTON TEX HIGHER ED FIN CORP ED REV 6.125% | - | 0.99 | - | - | |
INTERMOUNTAIN PWR AGY UTAH PWR SUPPLY REV 5% | - | 0.90 | - | - | |
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV 5% | - | 0.83 | - | - | |
AUSTIN TEX ARPT SYS REV 5% | - | 0.73 | - | - | |
HAMPTON RDS TRANSN ACCOUNTABILITY COMMN VA HAMPTON RDS TRANSN FD REV 4% | - | 0.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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