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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1004 | 1200 | 876 | 963 | 1260 |
Fund Return | 4.54% | 0.36% | 20.01% | -4.32% | -0.76% | 2.33% |
Place in category | 2 | 62 | 2 | 100 | 96 | 33 |
% in Category | 2 | 59 | 2 | 99 | 99 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.94B | 1.81 | -0.10 | 2.31 | ||
Nuveen Limited Term Municipal BondI | 4.21B | 1.33 | 0.51 | 1.72 | ||
Nuveen Preferred Securities I | 3.68B | 9.28 | 1.55 | 4.75 | ||
Nuveen Santa Barbara Dividend GrowI | 2.67B | 16.59 | 8.87 | 11.13 | ||
Nuveen All-American Municipal BondA | 2.06B | 2.26 | -2.54 | 2.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin CA Tax-Free Income A | 7.24B | 2.12 | -0.39 | 2.54 | ||
Vanguard CA Long-Term Tax-Exempt Ad | 5.05B | 1.77 | -0.12 | 2.75 | ||
Franklin CA Tax-Free Income Adv | 2.53B | 2.35 | -0.29 | 2.65 | ||
American Funds Tax-Exempt CA A | 1.44B | 2.33 | -0.12 | 2.27 | ||
Fidelity California Municipal Inco | 1.41B | 1.52 | -0.17 | 2.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TENDER OPT BD TR RCPTS / CTFS VAR STS 8.96% | - | 1.53 | - | - | |
CALIFORNIA CMNTY HSG AGY ESSENTIAL HSG REV 5% | - | 1.50 | - | - | |
CALIFORNIA CMNTY HSG AGY WORKFORCE HSG REV 5% | - | 1.46 | - | - | |
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 5.5% | - | 1.46 | - | - | |
CSCDA CMNTY IMPT AUTH CALIF ESSENTIAL HSG REV 4% | - | 1.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Neutral | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Neutral |
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