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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1013 | 1058 | 1005 | 1072 | 1305 |
Fund Return | 3.54% | 1.26% | 5.76% | 0.16% | 1.39% | 2.7% |
Place in category | 109 | 116 | 131 | 21 | 59 | 30 |
% in Category | 59 | 70 | 79 | 15 | 40 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.92B | 20.03 | 10.51 | 9.98 | ||
Wells Fargo Special Mid Cap Value R | 3.65B | 20.13 | 10.62 | 10.08 | ||
Wells Fargo Emerging Markets Equit | 3.12B | 5.65 | -2.59 | 2.80 | ||
Wells Fargo Growth A | 2.7B | 33.33 | 3.65 | 12.85 | ||
Wells Fargo Special Small Cap Valu | 2.19B | 15.45 | 7.92 | 9.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 17.23B | 3.49 | 0.01 | 2.97 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.51B | 4.99 | 0.24 | 3.40 | ||
MainStay Tax-Free Bond I | 7.49B | 3.00 | -0.40 | 2.81 | ||
Franklin Federal Tax-Free Income A | 4.31B | 4.70 | -0.29 | 2.17 | ||
BlackRock Strategic Muni Opps Instl | 3.83B | 4.90 | -0.58 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TAMPA BAY WTR FLA A REGL WTR SUPPLY AUTH UTIL SYS REV 5.25% | - | 0.97 | - | - | |
CLARK CNTY NEV 5% | - | 0.65 | - | - | |
REGIONAL TRANSN DIST COLO SALES TAX REV 5% | - | 0.65 | - | - | |
PORT PORTLAND ORE ARPT REV 5.25% | - | 0.64 | - | - | |
PORT PORTLAND ORE ARPT REV 5.25% | - | 0.60 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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