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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1004 | 1034 | 1024 | 1048 | 1112 |
Fund Return | 2.35% | 0.44% | 3.38% | 0.78% | 0.95% | 1.07% |
Place in category | 27 | 33 | 29 | 13 | 22 | 21 |
% in Category | 59 | 72 | 59 | 33 | 54 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.13B | 3.93 | -5.77 | 3.00 | ||
Capital Group CA Core Municipal | 627.22M | 2.09 | 0.59 | 1.67 | ||
Capital Group US Equity | 363.56M | 23.30 | 10.50 | 12.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.17B | 2.87 | 0.67 | 1.80 | ||
Oppenheimer Rochester LtdTerm NY | 1.12B | 3.78 | 0.26 | 2.10 | ||
Bernstein CA Municipal | 865.94M | 3.18 | 1.07 | 1.83 | ||
DFA CA Short-Term Municipal Bond I | 697.47M | 2.79 | 1.55 | 1.00 | ||
Fidelity California Ltd Trm Tax-Fr | 538.44M | 2.30 | 0.42 | 1.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS ANGELES CALIF DEPT WTR & PWR REV 2.9% | - | 1.84 | - | - | |
CALIFORNIA MUN FIN AUTH REV 2.9% | - | 1.57 | - | - | |
CALIFORNIA ST 5.5% | - | 1.42 | - | - | |
TRANSBAY JT PWRS AUTH TAX ALLOCATION CALIF 5% | - | 1.40 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 3% | - | 1.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Buy |
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