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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1007 | 1025 | 1031 | 1034 | 1128 |
Fund Return | 0.57% | 0.73% | 2.52% | 1.04% | 0.68% | 1.22% |
Place in category | 9 | 13 | 19 | 19 | 25 | 13 |
% in Category | 25 | 39 | 52 | 47 | 68 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
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 | ||
DFA CA Short-Term Municipal Bond I | 708.38M | 0.35 | 1.87 | 0.98 | ||
Oppenheimer Rochester Ltd Term CAY | 450.88M | -0.03 | 0.89 | 2.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.39 | - | - | |
UNIVERSITY CALIF REVS 5% | - | 2.34 | - | - | |
CALIFORNIA ST 5% | - | 2.13 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.10 | - | - | |
SANTA ROSA CALIF WTR REV 0% | - | 1.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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