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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 991 | 1028 | 966 | 1062 | 1259 |
Fund Return | -0.7% | -0.86% | 2.81% | -1.15% | 1.22% | 2.33% |
Place in category | 40 | 63 | 93 | 40 | 56 | 60 |
% in Category | 22 | 32 | 54 | 29 | 42 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.83B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.82B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4.05B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.88B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.37B | 2.35 | -1.62 | 7.27 |
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 | 7B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.57B | -0.77 | -1.60 | 2.09 | ||
BlackRock Strategic Muni Opps Instl | 3.95B | -0.19 | -1.68 | 2.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV 5% | - | 1.18 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | - | 1.11 | - | - | |
ILLINOIS ST 5% | - | 1.00 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH NY REVS 5% | - | 0.97 | - | - | |
M-S-R ENERGY AUTH CALIF GAS REV 7% | - | 0.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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