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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1006 | 1029 | 1042 | 1042 | 1135 |
Fund Return | 0.41% | 0.62% | 2.87% | 1.39% | 0.82% | 1.27% |
Place in category | 19 | 20 | 8 | 10 | 18 | 9 |
% in Category | 49 | 60 | 26 | 24 | 43 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.24B | 2.18 | 7.26 | 9.69 | ||
Wells Fargo Municipal Bond Inst | 4.62B | 0.08 | 0.66 | 2.40 | ||
Wells Fargo Special Mid Cap Value R | 3.59B | 2.20 | 7.38 | 9.80 | ||
Wells Fargo Emerging Markets Equit | 3.22B | 2.24 | -2.38 | 3.46 | ||
Wells Fargo Growth A | 2.76B | 3.34 | 8.71 | 13.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.16B | 0.46 | 1.15 | 1.61 | ||
Oppenheimer Rochester LtdTerm NY | 1.09B | 0.65 | 0.73 | 1.92 | ||
Bernstein CA Municipal | 856.19M | 0.34 | 1.50 | 1.62 | ||
DFA CA Short-Term Municipal Bond I | 721.87M | 0.35 | 1.87 | 0.98 | ||
Fidelity California Ltd Trm Tax-Fr | 538.36M | 0.57 | 1.04 | 1.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4% | - | 4.22 | - | - | |
CALIFORNIA ST UNIV REV 0.55% | - | 2.94 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 2.7% | - | 2.39 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25% | - | 2.27 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5% | - | 2.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Neutral |
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