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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1014 | 1062 | 1004 | 1070 | 1271 |
Fund Return | 3.35% | 1.44% | 6.21% | 0.12% | 1.36% | 2.43% |
Place in category | 72 | 33 | 68 | 17 | 30 | 36 |
% in Category | 65 | 33 | 62 | 18 | 29 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin CA Tax-Free Income A | 7.05B | 3.62 | -0.23 | 2.65 | ||
Vanguard CA Long-Term Tax-Exempt Ad | 5.07B | 3.57 | 0.16 | 2.91 | ||
Franklin CA Tax-Free Income Adv | 2.51B | 3.87 | -0.14 | 2.77 | ||
American Funds Tax-Exempt CA A | 1.44B | 3.79 | 0.08 | 2.39 | ||
Oppenheimer Rochester CA MunicipaA | 1.17B | 3.92 | -0.33 | 3.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5% | - | 1.46 | - | - | |
CALIFORNIA ST 5% | - | 1.24 | - | - | |
CALIFORNIA ST 5% | - | 1.16 | - | - | |
UNIVERSITY CALIF REVS 3% | - | 1.13 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 1.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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