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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 994 | 1017 | 983 | 1038 | 1122 |
Fund Return | -0.84% | -0.6% | 1.72% | -0.56% | 0.75% | 1.16% |
Place in category | 37 | 36 | 30 | 27 | 19 | 12 |
% in Category | 88 | 87 | 62 | 65 | 54 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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 | ||
DFA CA Short-Term Municipal Bond I | 686.11M | 0.63 | 0.78 | 0.85 | ||
Oppenheimer Rochester Ltd Term CAY | 390.84M | 0.42 | -0.02 | 2.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.49 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.19 | - | - | |
SANTA ROSA CALIF WTR REV 0% | - | 2.05 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 3% | - | 1.78 | - | - | |
LOS ANGELES CALIF DEPT ARPTS REV 5% | - | 1.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Strong Sell | Neutral |
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