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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1026 | 1044 | 1005 | 1032 | 1142 |
Fund Return | 1.07% | 2.58% | 4.36% | 0.16% | 0.62% | 1.34% |
Place in category | 57 | 52 | 55 | 9 | 35 | 38 |
% in Category | 91 | 82 | 86 | 24 | 61 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.61B | 17.75 | 8.94 | 11.83 | ||
DFA US Core Equity 2 I | 34.24B | 17.12 | 8.81 | 11.23 | ||
DFA International Core Equity I | 32.44B | 10.94 | 3.92 | 5.44 | ||
DFA Emerging Markets Core Equity I | 28.27B | 9.58 | 0.93 | 3.80 | ||
DFA US Large Cap Value I | 24.85B | 14.77 | 7.86 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 14.54B | 1.72 | 0.11 | 2.33 | ||
BlackRock California Muni Opps Inst | 2.37B | 3.25 | 0.17 | 2.77 | ||
BlackRock California Muni Opps A | 2.37B | 3.00 | -0.10 | 2.52 | ||
BlackRock California Muni Opps A1 | 2.37B | 3.19 | 0.08 | 2.68 | ||
BlackRock California Muni Opps C | 2.37B | 2.56 | -0.83 | 1.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA ST 5% | - | 2.26 | - | - | |
CALIFORNIA ST 5% | - | 1.76 | - | - | |
CALIFORNIA ST 5% | - | 1.33 | - | - | |
PALM SPRINGS CALIF UNI SCH DIST 3% | - | 1.29 | - | - | |
CALIFORNIA ST PUB WKS BRD LEASE REV 5% | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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