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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1006 | 1035 | 1043 | 1052 | 1099 |
Fund Return | 2.37% | 0.65% | 3.55% | 1.41% | 1.02% | 0.95% |
Place in category | 8 | 19 | 40 | 1 | 16 | 23 |
% in Category | 26 | 67 | 100 | 1 | 34 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.16B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 35.48B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.65B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.82B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.83B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.19B | 1.73 | 0.47 | 1.68 | ||
Oppenheimer Rochester LtdTerm NY | 1.11B | 2.75 | 0.21 | 2.06 | ||
Bernstein CA Municipal | 864.24M | 2.12 | 0.81 | 1.71 | ||
Fidelity California Ltd Trm Tax-Fr | 540.33M | 1.54 | 0.26 | 1.24 | ||
Oppenheimer Rochester Ltd Term CAY | 434.03M | 2.35 | 0.40 | 2.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS ANGELES CALIF 5% | - | 2.71 | - | - | |
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% | - | 2.57 | - | - | |
CALIFORNIA ST 5% | - | 2.31 | - | - | |
CALIFORNIA ST 5% | - | 2.01 | - | - | |
LOS ANGELES CNTY CALIF 5% | - | 1.57 | - | - |
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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