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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 995 | 1025 | 953 | 1032 | 1216 |
Fund Return | -0.73% | -0.49% | 2.5% | -1.6% | 0.63% | 1.97% |
Place in category | 139 | 81 | 150 | 220 | 196 | 89 |
% in Category | 44 | 25 | 49 | 86 | 86 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.94B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.64B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Inv A | 10.32B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.32B | 2.50 | 2.89 | 4.32 | ||
BlackRock International Index Instl | 10.32B | 2.50 | 2.85 | 4.27 |
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 | 14.27B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.67B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.58B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.48 | - | - | |
MASSACHUSETTS ST | - | 1.39 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.31 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.29 | - | - | |
SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA | - | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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