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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1006 | 1089 | 1008 | 1060 | 1238 |
Fund Return | 1.43% | 0.61% | 8.9% | 0.25% | 1.18% | 2.15% |
Place in category | 36 | 12 | 19 | 14 | 12 | 11 |
% in Category | 52 | 24 | 28 | 32 | 23 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 14.71B | 1.50 | 0.33 | 2.24 | ||
BlackRock California Muni Opps A | 2.4B | 2.69 | 0.02 | 2.36 | ||
BlackRock California Muni Opps A1 | 2.4B | 2.82 | 0.17 | 2.51 | ||
BlackRock California Muni Opps C | 2.4B | 2.04 | -0.74 | 1.59 | ||
BlackRock California Muni Opps Inst | 2.4B | 2.89 | 0.26 | 2.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 1.13 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.91 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.85 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.81 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.80 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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