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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 953 | 1123 | 1510 | 1889 | 3115 |
Fund Return | 4.33% | -4.67% | 12.33% | 14.72% | 13.57% | 12.03% |
Place in category | 515 | 493 | 487 | 535 | 481 | 372 |
% in Category | 87 | 81 | 85 | 98 | 95 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2B | -1.35 | 2.95 | 2.61 | ||
BNY Mellon Natl Interm Muni Bd M | 1.63B | -0.23 | 2.55 | 1.90 | ||
BNY Mellon Mid Cap Multi-Strategy M | 585.7M | -4.88 | 6.23 | 8.43 | ||
BNY Mellon Natl Short Term Muni Bd | 407.89M | 0.78 | 2.61 | 1.20 | ||
BNY Mellon Asset Allocation M | 407.33M | -1.86 | 6.75 | 6.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.74B | -0.94 | 12.51 | 11.67 | ||
Vanguard Mid-Cap Growth Index Admir | 12.48B | -1.77 | 8.87 | 9.64 | ||
T. Rowe Price Mid-Cap Growth I | 11.12B | -7.61 | 5.27 | - | ||
T. Rowe Price Mid-Cap Growth | 10.38B | -7.65 | 5.13 | 8.73 | ||
Janus Enterprise I | 8.61B | -5.25 | 8.08 | 11.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CLARIVATE | JE00BJJN4441 | 2.03 | 4.19 | 0.00% | |
SVB Financial Group | - | 2.02 | - | - | |
Cullen/Frost Bankers Inc | - | 1.87 | - | - | |
Service Corp International | - | 1.85 | - | - | |
LPL Financial Holdings Inc | - | 1.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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