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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1006 | 1120 | 1002 | 1064 | 1271 |
Fund Return | 2.48% | 0.58% | 11.99% | 0.06% | 1.25% | 2.43% |
Place in category | 38 | 15 | 65 | 10 | 20 | 28 |
% in Category | 33 | 10 | 61 | 11 | 21 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.43B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 112.02B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.86B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.47B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin CA Tax-Free Income A | 7.24B | 2.12 | -0.39 | 2.54 | ||
Vanguard CA Long-Term Tax-Exempt Ad | 5.05B | 1.77 | -0.12 | 2.75 | ||
Franklin CA Tax-Free Income Adv | 2.53B | 2.35 | -0.29 | 2.65 | ||
American Funds Tax-Exempt CA A | 1.44B | 2.33 | -0.12 | 2.27 | ||
Fidelity California Municipal Inco | 1.41B | 1.52 | -0.17 | 2.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 1.10 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5% | - | 1.06 | - | - | |
LOS ANGELES CALIF 5% | - | 0.96 | - | - | |
PASADENA CALIF CTFS PARTN 2.42% | - | 0.94 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4% | - | 0.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Strong Sell | Neutral |
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