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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1077 | 1075 | 993 | 1118 | 1383 |
Fund Return | 7.46% | 7.74% | 7.46% | -0.25% | 2.25% | 3.29% |
Place in category | 8 | 16 | 8 | 84 | 44 | 11 |
% in Category | 4 | 6 | 4 | 34 | 23 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.89B | -0.33 | -0.77 | 2.96 | ||
BNY Mellon Natl Interm Muni Bd M | 1.8B | -1.13 | -0.82 | 1.99 | ||
BNY Mellon Mid Cap Multi-Strategy M | 1.17B | 2.55 | 1.41 | 9.21 | ||
BNY Mellon Asset Allocation M | 427.29M | 2.27 | 2.00 | 6.52 | ||
BNY Mellon Natl Short Term Muni Bd | 369.14M | -0.01 | 0.23 | 0.87 |
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 % | |
---|---|---|---|---|---|
CLIFTON TEX HIGHER ED FIN CORP ED REV 6.125% | - | 0.99 | - | - | |
INTERMOUNTAIN PWR AGY UTAH PWR SUPPLY REV 5% | - | 0.90 | - | - | |
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV 5% | - | 0.83 | - | - | |
AUSTIN TEX ARPT SYS REV 5% | - | 0.73 | - | - | |
HAMPTON RDS TRANSN ACCOUNTABILITY COMMN VA HAMPTON RDS TRANSN FD REV 4% | - | 0.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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