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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 995 | 1020 | 993 | 1029 | 1085 |
Fund Return | -0.54% | -0.48% | 2.03% | -0.23% | 0.56% | 0.82% |
Place in category | 23 | 19 | 32 | 12 | 22 | 21 |
% in Category | 52 | 46 | 68 | 32 | 58 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.27B | 0.45 | -9.30 | 2.41 | ||
Capital Group CA Core Municipal | 634.58M | -1.47 | -0.58 | 1.44 | ||
Capital Group US Equity | 363.43M | 9.39 | 8.33 | 11.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.2B | -0.53 | -0.32 | 1.57 | ||
Oppenheimer Rochester LtdTerm NY | 1.13B | 0.27 | -0.65 | 1.87 | ||
Bernstein CA Municipal | 862.79M | -0.33 | -0.07 | 1.56 | ||
DFA CA Short-Term Municipal Bond I | 684.34M | 0.76 | 0.85 | 0.83 | ||
Fidelity California Ltd Trm Tax-Fr | 493.73M | -1.16 | -0.71 | 1.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA MUN FIN AUTH REV 0% | - | 2.06 | - | - | |
CALIFORNIA ST 5.5% | - | 1.64 | - | - | |
TRANSBAY JT PWRS AUTH TAX ALLOCATION CALIF 5% | - | 1.57 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 3% | - | 1.53 | - | - | |
CALIFORNIA STATEWIDE CMNTYS DEV AUTH MULTIFAMILY HSG REV 3.5% | - | 1.52 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | BUY | Sell |
Summary | Strong Buy | Buy | Neutral |
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