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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1004 | 1027 | 1026 | 1040 | 1087 |
Fund Return | 0.76% | 0.36% | 2.67% | 0.85% | 0.79% | 0.83% |
Place in category | 1 | 3 | 19 | 1 | 15 | 20 |
% in Category | 1 | 12 | 38 | 1 | 33 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.2B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.05B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.51B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.66B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.07B | 9.27 | 6.09 | 8.82 |
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 | 862.44M | -0.33 | -0.07 | 1.56 | ||
Fidelity California Ltd Trm Tax-Fr | 499.63M | -1.16 | -0.71 | 1.06 | ||
Oppenheimer Rochester Ltd Term CAY | 397.46M | 0.37 | -0.20 | 2.34 |
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 | Buy | Neutral |
Technical Indicators | Sell | Sell | BUY |
Summary | Neutral | Neutral | Neutral |
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