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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1003 | 1006 | 1036 | 1021 | 1068 | 1342 |
Fund Return | 0.33% | 0.59% | 3.6% | 0.68% | 1.32% | 2.99% |
Place in category | 51 | 37 | 25 | 14 | 11 | 5 |
% in Category | 33 | 25 | 13 | 12 | 9 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.81B | 0.20 | 0.44 | 2.56 | ||
MainStay Tax-Free Bond I | 7.44B | 0.22 | 0.06 | 2.45 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 0.08 | 0.66 | 2.40 | ||
Franklin Federal Tax-Free Income A | 4.22B | 0.22 | 0.16 | 1.77 | ||
BlackRock Strategic Muni Opps Instl | 3.82B | 0.49 | -0.21 | 2.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.61 | - | - | |
BUCKEYE OHIO TOB SETTLEMENT FING AUTH | - | 0.41 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.39 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.37 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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