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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1007 | 1035 | 984 | 1020 | 1146 |
Fund Return | 1.21% | 0.66% | 3.46% | -0.54% | 0.4% | 1.38% |
Place in category | 60 | 57 | 56 | 49 | 50 | 38 |
% in Category | 97 | 84 | 88 | 90 | 92 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.56B | 8.95 | 3.94 | 5.24 | ||
SEI S&P 500 Index A (SIIT) | 4.28B | 27.97 | 11.36 | 13.29 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.54B | 19.57 | 8.71 | 10.54 | ||
SEI International Equity F (SIT) | 2.94B | 9.05 | 4.70 | 5.29 | ||
SEI Global Managed Volatility A (SI | 1.83B | 19.72 | 10.33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 14.95B | 2.82 | 0.54 | 2.36 | ||
BlackRock California Muni Opps Inst | 2.37B | 4.30 | 0.43 | 2.75 | ||
BlackRock California Muni Opps A | 2.37B | 4.08 | 0.22 | 2.50 | ||
BlackRock California Muni Opps A1 | 2.37B | 4.22 | 0.37 | 2.65 | ||
BlackRock California Muni Opps C | 2.37B | 3.35 | -0.56 | 1.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA ST 5% | - | 3.07 | - | - | |
LOS ANGELES CALIF DEPT WTR & PWR REV 5% | - | 2.72 | - | - | |
CALIFORNIA ST 5% | - | 2.11 | - | - | |
LOS ANGELES CALIF UNI SCH DIST 5% | - | 2.09 | - | - | |
CALIFORNIA ST 5% | - | 2.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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