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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 911 | 953 | 980 | 933 | 1097 | 1618 |
Fund Return | -8.85% | -4.7% | -1.99% | -2.27% | 1.86% | 4.93% |
Place in category | 142 | 179 | 176 | 79 | 137 | 81 |
% in Category | 57 | 78 | 73 | 34 | 61 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
Nuveen Limited Term Municipal BondI | 4.23B | -0.12 | 0.22 | 1.73 | ||
Nuveen Preferred Securities I | 3.36B | 2.26 | 0.08 | 4.35 | ||
Nuveen Santa Barbara Dividend GrowI | 2.37B | 1.77 | 6.85 | 10.40 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.44 | -3.17 | 2.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 18.66B | -9.09 | -3.54 | 4.99 | ||
Vanguard REIT Index I | 9.61B | -9.07 | -3.52 | 5.01 | ||
Vanguard Real Estate II Index Fund | 8.08B | -9.07 | -3.50 | - | ||
DFA Real Estate Securities I | 6.74B | -8.88 | -2.71 | 5.62 | ||
Cohen & Steers Instl Realty Shares | 6.17B | -7.99 | -2.04 | 6.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis Inc | - | 10.09 | - | - | |
Equinix Inc | - | 7.73 | - | - | |
Public Storage | - | 5.19 | - | - | |
Welltower Inc | - | 4.89 | - | - | |
Digital Realty Trust Inc | - | 4.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Sell | Sell |
Summary | Strong Buy | Neutral | Sell |
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