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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1004 | 1026 | 1024 | 1042 | 1088 |
Fund Return | 0.63% | 0.41% | 2.59% | 0.78% | 0.82% | 0.85% |
Place in category | 1 | 2 | 12 | 1 | 17 | 23 |
% in Category | 1 | 6 | 30 | 1 | 45 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.77B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.86B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.23B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.78B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.21B | -0.47 | -0.23 | 1.65 | ||
Oppenheimer Rochester LtdTerm NY | 1.14B | 0.36 | -0.43 | 2.01 | ||
Bernstein CA Municipal | 863.36M | -0.37 | -0.02 | 1.64 | ||
Fidelity California Ltd Trm Tax-Fr | 499.63M | -0.84 | -0.56 | 1.16 | ||
Oppenheimer Rochester Ltd Term CAY | 390.84M | 0.42 | -0.02 | 2.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SANTA CRUZ CNTY CALIF 5% | - | 2.57 | - | - | |
CALIFORNIA ST 5% | - | 2.29 | - | - | |
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% | - | 2.25 | - | - | |
LOS ANGELES CALIF 5% | - | 2.21 | - | - | |
LOS ANGELES CNTY CALIF 5% | - | 1.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Sell | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Strong Sell | Buy |
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