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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1021 | 1363 | 1344 | 2283 | 4140 |
Fund Return | 13.65% | 2.13% | 36.32% | 10.37% | 17.95% | 15.27% |
Place in category | 448 | 629 | 193 | 109 | 177 | 99 |
% in Category | 37 | 56 | 18 | 15 | 20 | 15 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.21B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 59.21B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.71 | 442.94 | +0.43% | |
Amazon.com | US0231351067 | 8.67 | 184.36 | -1.35% | |
NVIDIA | US67066G1040 | 8.27 | 128.79 | +2.87% | |
Apple | US0378331005 | 4.36 | 213.92 | +0.40% | |
Alphabet A | US02079K3059 | 3.99 | 175.90 | -1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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