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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1004 | 1042 | 989 | 1081 | 1290 |
Fund Return | 0.43% | 0.43% | 4.19% | -0.35% | 1.56% | 2.58% |
Place in category | 53 | 53 | 90 | 33 | 54 | 61 |
% in Category | 27 | 27 | 54 | 25 | 39 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.75B | 11.17 | 11.01 | 11.71 | ||
ClearBridge Dividend Strategy A | 4.86B | 7.53 | 10.57 | 10.65 | ||
ClearBridge Large Cap Growth I | 3.98B | 13.28 | 10.35 | 14.48 | ||
ClearBridge Aggressive Growth A | 3.87B | 4.08 | -0.75 | 5.83 | ||
ClearBridge International Growth Fi | 3.41B | 7.98 | 1.57 | 7.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -0.07 | -0.34 | 3.21 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | 0.75 | -0.05 | 3.59 | ||
MainStay Tax-Free Bond I | 7.02B | -0.22 | -0.72 | 3.18 | ||
Franklin Federal Tax-Free Income A | 4.63B | 0.52 | -0.75 | 2.36 | ||
BlackRock Strategic Muni Opps Instl | 4B | 0.93 | -1.01 | 2.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV 5% | - | 1.18 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | - | 1.11 | - | - | |
ILLINOIS ST 5% | - | 1.00 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH NY REVS 5% | - | 0.97 | - | - | |
M-S-R ENERGY AUTH CALIF GAS REV 7% | - | 0.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Sell | Neutral |
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