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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1003 | 1008 | 1030 | 1057 | 1055 | 1103 |
Fund Return | 0.35% | 0.81% | 2.96% | 1.87% | 1.08% | 0.98% |
Place in category | 24 | 9 | 6 | 1 | 9 | 22 |
% in Category | 66 | 25 | 19 | 1 | 22 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.19B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.98B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.17B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.26B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.61B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.17B | 0.46 | 1.15 | 1.61 | ||
Oppenheimer Rochester LtdTerm NY | 1.1B | 0.65 | 0.73 | 1.92 | ||
Bernstein CA Municipal | 861.59M | 0.34 | 1.50 | 1.62 | ||
Fidelity California Ltd Trm Tax-Fr | 538.36M | 0.57 | 1.04 | 1.22 | ||
Oppenheimer Rochester Ltd Term CAY | 450.88M | -0.03 | 0.89 | 2.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS ANGELES CALIF 5% | - | 2.69 | - | - | |
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% | - | 2.55 | - | - | |
CALIFORNIA ST 5% | - | 1.99 | - | - | |
LOS ANGELES CNTY CALIF 5% | - | 1.55 | - | - | |
SANTA CRUZ CNTY CALIF 5% | - | 1.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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