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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1006 | 1035 | 1013 | 1047 | 1139 |
Fund Return | 2.3% | 0.61% | 3.48% | 0.42% | 0.93% | 1.31% |
Place in category | 28 | 22 | 26 | 25 | 25 | 12 |
% in Category | 64 | 48 | 47 | 61 | 68 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 104.68B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 67.04B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.17B | 2.87 | 0.67 | 1.80 | ||
Oppenheimer Rochester LtdTerm NY | 1.1B | 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 | ||
Oppenheimer Rochester Ltd Term CAY | 453.85M | 3.28 | 0.54 | 2.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Revere Str Tr | - | 2.91 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.37 | - | - | |
UNIVERSITY CALIF REVS 5% | - | 2.32 | - | - | |
CALIFORNIA ST 5% | - | 2.13 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Sell | Strong Sell | Neutral |
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