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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 988 | 990 | 1026 | 965 | 1071 | 1296 |
Fund Return | -1.24% | -0.99% | 2.65% | -1.17% | 1.37% | 2.63% |
Place in category | 118 | 96 | 99 | 41 | 35 | 31 |
% in Category | 60 | 46 | 58 | 29 | 25 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.43B | -1.44 | -1.14 | 2.92 | ||
Vanguard High-Yield Tax-Exempt Adm | 13.58B | -0.53 | -0.89 | 3.31 | ||
MainStay Tax-Free Bond I | 7.06B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.63B | -0.77 | -1.60 | 2.09 | ||
BlackRock Municipal Series Trust St | 4B | -0.21 | -1.75 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WASHINGTON ST 5% | - | 0.83 | - | - | |
METROPOLITAN TRANSN AUTH N Y REV 4% | - | 0.81 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | - | 0.80 | - | - | |
ILLINOIS FIN AUTH REV 5% | - | 0.76 | - | - | |
MASSACHUSETTS ST 5.25% | - | 0.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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