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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1007 | 1026 | 1040 | 1042 | 1108 |
Fund Return | 0.5% | 0.68% | 2.58% | 1.33% | 0.82% | 1.03% |
Place in category | 11 | 17 | 17 | 13 | 17 | 19 |
% in Category | 31 | 52 | 45 | 33 | 42 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 426.44M | 6.88 | 4.64 | 3.14 | ||
Capital Group CA Core Municipal | 631.84M | -0.05 | 2.21 | 1.55 | ||
Capital Group US Equity | 363.48M | -3.05 | 11.18 | 11.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.13B | -0.23 | 2.48 | 1.65 | ||
Oppenheimer Rochester LtdTerm NY | 1.06B | -0.30 | 2.06 | 1.82 | ||
Bernstein CA Municipal | 841.25M | -0.11 | 2.74 | 1.68 | ||
DFA CA Short-Term Municipal Bond I | 747.59M | 0.84 | 2.41 | 1.08 | ||
Fidelity California Ltd Trm Tax-Fr | 554.21M | 0.40 | 2.22 | 1.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA MUN FIN AUTH REV 3.6% | - | 2.22 | - | - | |
TRANSBAY JT PWRS AUTH TAX ALLOCATION CALIF 5% | - | 1.40 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 3% | - | 1.38 | - | - | |
CALIFORNIA ST 5.5% | - | 1.32 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5% | - | 1.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Neutral |
Summary | Strong Buy | Buy | Neutral |
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