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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1093 | 1027 | 951 | 1071 | 1254 |
Fund Return | 0.02% | 9.35% | 2.71% | -1.65% | 1.39% | 2.29% |
Place in category | 26 | 74 | 76 | 67 | 59 | 48 |
% in Category | 26 | 85 | 94 | 86 | 82 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.16B | 11.49 | 8.80 | 11.49 | ||
ClearBridge Dividend Strategy A | 4.97B | 6.27 | 7.57 | 10.16 | ||
ClearBridge Large Cap Growth I | 4.26B | 12.21 | 7.72 | 14.22 | ||
ClearBridge Aggressive Growth A | 4.03B | 0.89 | -2.72 | 5.35 | ||
ClearBridge International Growth Fi | 3.48B | 6.65 | -1.22 | 7.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard NY Long-Term Tax-Exempt Ad | 4.33B | -1.62 | -1.37 | 2.59 | ||
Oppenheimer Rochester Fund MuniciA | 3.51B | -1.46 | -1.78 | 4.09 | ||
Franklin NY Tax-Free Income A | 1.82B | -1.05 | -2.00 | 1.42 | ||
BlackRock NY Municipal Opps Instl | 1.2B | -0.32 | -0.30 | 2.86 | ||
BlackRock NY Municipal Opps Inv A | 1.2B | -0.52 | -0.58 | 2.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 4% | - | 4.45 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH N Y REVS 0% | - | 4.03 | - | - | |
LIBERTY N Y DEV CORP REV 5.5% | - | 3.30 | - | - | |
PORT AUTH N Y & N J 5% | - | 3.28 | - | - | |
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5% | - | 3.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Neutral |
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