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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 996 | 1028 | 961 | 1048 | 1253 |
Fund Return | -0.63% | -0.42% | 2.81% | -1.31% | 0.95% | 2.28% |
Place in category | 108 | 63 | 116 | 186 | 162 | 37 |
% in Category | 33 | 21 | 38 | 76 | 71 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.74B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.24B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.16B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.16B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.16B | 2.50 | 2.89 | 4.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.2B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.56B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.53B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.52 | - | - | |
MASSACHUSETTS ST | - | 1.40 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.32 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.29 | - | - | |
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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