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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 994 | 1037 | 972 | 1047 | 1228 |
Fund Return | -0.4% | -0.63% | 3.66% | -0.94% | 0.92% | 2.08% |
Place in category | 56 | 53 | 83 | 94 | 104 | 49 |
% in Category | 19 | 20 | 28 | 37 | 45 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
Nuveen Limited Term Municipal BondI | 4.23B | 0.20 | 0.26 | 1.70 | ||
Nuveen Preferred Securities I | 3.38B | 4.00 | 0.47 | 4.37 | ||
Nuveen Santa Barbara Dividend GrowI | 2.42B | 5.59 | 7.71 | 10.61 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.12 | -3.38 | 2.28 |
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 | 14.45B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.73B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.59B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra | - | 2.36 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.65 | - | - | |
WASHINGTON ST HSG FIN COMMN 3.5% | - | 0.51 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.48 | - | - | |
WHITING IND ENVIRONMENTAL FACS REV 5% | - | 0.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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