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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 993 | 1017 | 1007 | 1039 | 1133 |
Fund Return | 1.7% | -0.72% | 1.7% | 0.22% | 0.76% | 1.26% |
Place in category | 27 | 31 | 27 | 22 | 25 | 13 |
% in Category | 63 | 87 | 63 | 57 | 68 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 108.28B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 68.75B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.17B | 2.04 | 0.38 | 1.71 | ||
Oppenheimer Rochester LtdTerm NY | 1.1B | 2.97 | -0.08 | 1.96 | ||
Bernstein CA Municipal | 856.64M | 2.25 | 0.79 | 1.73 | ||
DFA CA Short-Term Municipal Bond I | 706.07M | 2.84 | 1.59 | 1.03 | ||
Oppenheimer Rochester Ltd Term CAY | 450.74M | 2.59 | 0.25 | 2.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.34 | - | - | |
UNIVERSITY CALIF REVS 5% | - | 2.32 | - | - | |
CALIFORNIA ST 5% | - | 2.12 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.07 | - | - | |
SANTA ROSA CALIF WTR REV 0% | - | 1.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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