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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 989 | 1332 | 1049 | 1644 | 2399 |
Fund Return | 12.16% | -1.14% | 33.25% | 1.62% | 10.45% | 9.15% |
Place in category | 120 | 193 | 184 | 323 | 164 | 46 |
% in Category | 21 | 32 | 31 | 62 | 33 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.89B | 1.90 | -0.32 | 2.27 | ||
Nuveen Limited Term Municipal BondI | 4.12B | 1.54 | 0.49 | 1.75 | ||
Nuveen Preferred Securities I | 3.64B | 9.58 | 1.61 | 4.72 | ||
Nuveen Santa Barbara Dividend GrowI | 2.54B | 17.54 | 6.96 | 10.90 | ||
Nuveen All-American Municipal BondA | 2.06B | 2.55 | -2.96 | 2.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 24.71B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.43B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wintrust | US97650W1080 | 2.33 | 128.26 | +0.53% | |
Evercore | US29977A1051 | 2.08 | 274.32 | -0.16% | |
Piper Sandler | US7240781002 | 1.89 | 297.52 | +0.90% | |
South State | US8404411097 | 1.80 | 96.15 | +0.05% | |
Northern Oil&Gas | US6655313079 | 1.76 | 39.40 | +0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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