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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1041 | 1006 | 1141 | 1172 | 1967 |
Fund Return | 12.06% | 4.15% | 0.59% | 4.51% | 3.23% | 7% |
Place in category | 360 | 412 | 571 | 608 | 511 | 333 |
% in Category | 55 | 57 | 78 | 91 | 87 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.94B | -0.05 | 2.34 | 2.19 | ||
Nuveen Limited Term Municipal BondI | 3.92B | 0.61 | 2.41 | 1.76 | ||
Nuveen Preferred Securities I | 3.78B | 1.18 | 4.47 | 4.55 | ||
Nuveen Santa Barbara Dividend GrowI | 2.44B | -2.58 | 9.64 | 10.50 | ||
Nuveen All-American Municipal BondA | 2.06B | -1.12 | 1.61 | 1.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.63B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 95.02B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 55.87B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.63B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TIAA-CREF Bond Instl | - | 19.84 | - | - | |
TIAA-CREF Bond Plus Inst | - | 10.70 | - | - | |
TIAA-CREF Short-Term Bond Inst | - | 9.23 | - | - | |
Nuveen Dividend Value R6 | - | 8.16 | - | - | |
Nuveen Santa Barbara Dividend Growth R6 | - | 6.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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