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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1007 | 1031 | 1061 | 1058 | 1110 |
Fund Return | 0.65% | 0.69% | 3.09% | 2% | 1.13% | 1.05% |
Place in category | 39 | 6 | 22 | 4 | 7 | 23 |
% in Category | 94 | 27 | 52 | 10 | 19 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.8B | 1.39 | 11.27 | 11.79 | ||
DFA US Core Equity 2 I | 31.72B | 1.32 | 10.85 | 11.23 | ||
DFA International Core Equity I | 32.86B | 6.16 | 5.65 | 5.79 | ||
DFA Emerging Markets Core Equity I | 28.11B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 23.99B | 4.87 | 8.28 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.16B | 1.27 | 1.60 | 1.78 | ||
Oppenheimer Rochester LtdTerm NY | 1.09B | 1.29 | 1.10 | 1.98 | ||
Bernstein CA Municipal | 852.43M | 1.29 | 1.95 | 1.80 | ||
Fidelity California Ltd Trm Tax-Fr | 553.34M | 1.21 | 1.42 | 1.32 | ||
Oppenheimer Rochester Ltd Term CAY | 456.86M | 0.91 | 1.35 | 2.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% | - | 2.63 | - | - | |
LOS ANGELES CALIF 5% | - | 2.56 | - | - | |
CALIFORNIA ST 5% | - | 1.91 | - | - | |
LOS ANGELES CNTY CALIF 5% | - | 1.48 | - | - | |
SANTA CRUZ CNTY CALIF 5% | - | 1.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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