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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1037 | 1063 | 988 | 1150 | 1460 |
Fund Return | 0.07% | 3.66% | 6.34% | -0.39% | 2.84% | 3.85% |
Place in category | 190 | 130 | 220 | 185 | 81 | 8 |
% in Category | 52 | 28 | 58 | 61 | 32 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
Nuveen Limited Term Municipal BondI | 4.23B | -0.12 | 0.22 | 1.73 | ||
Nuveen Preferred Securities I | 3.37B | 2.26 | 0.08 | 4.35 | ||
Nuveen Santa Barbara Dividend GrowI | 2.4B | 1.77 | 6.85 | 10.40 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.44 | -3.17 | 2.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Div Inc Instl | 1.38B | 0.20 | 0.23 | 3.19 | ||
Principal Global Div Inc A | 1B | -0.00 | -0.11 | 2.85 | ||
Nuveen NWQ Flexible Income I | 718.74M | -0.05 | -0.80 | 3.81 | ||
Principal Global Div Inc C | 149.07M | 0.31 | 0.64 | 2.63 | ||
API Multi-Asset Income Institutiona | 157.86M | 0.11 | -1.05 | 2.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T Inc 6.81% | - | 2.53 | - | - | |
Sprint LLC 7.13% | - | 2.38 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.30 | - | - | |
JPMorgan Chase & Co DR | - | 2.15 | - | - | |
Citigroup Inc. 6.25% | - | 2.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Neutral |
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