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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 997 | 1034 | 988 | 1047 | 1161 |
Fund Return | -0.12% | -0.32% | 3.44% | -0.39% | 0.92% | 1.51% |
Place in category | 139 | 142 | 60 | 147 | 100 | 21 |
% in Category | 66 | 66 | 30 | 76 | 55 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.71B | 7.78 | 5.75 | 9.15 | ||
MFS Value R6 | 20.46B | 7.82 | 5.86 | 9.26 | ||
MFS Growth R6 | 18.34B | 17.98 | 8.57 | 14.74 | ||
MFS Instl International Equity | 15.47B | 6.38 | 4.30 | 6.59 | ||
MFS Intl Diversification I | 14.89B | 6.21 | 0.04 | 5.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.39B | -0.15 | 0.39 | 1.45 | ||
Vanguard Short-Term Tx-Ex Adm | 14.4B | 0.65 | 1.27 | 1.24 | ||
AB Intermediate Diversified Muni C | 4.87B | -0.74 | -1.23 | 0.65 | ||
AB Diversified Municipal | 4.87B | -0.35 | -0.32 | 1.64 | ||
AB Intermediate Diversified Muni A | 4.87B | -0.43 | -0.51 | 1.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5% | - | 0.75 | - | - | |
TENNESSEE ENERGY ACQUISITION CORP GAS REV 4% | - | 0.72 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.72 | - | - | |
NEW YORK ST HSG FIN AGY REV 2.5% | - | 0.71 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25% | - | 0.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Neutral | Neutral |
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