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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1011 | 1038 | 1044 | 1053 | 1102 |
Fund Return | 2.41% | 1.15% | 3.79% | 1.43% | 1.05% | 0.97% |
Place in category | 26 | 40 | 40 | 2 | 20 | 24 |
% in Category | 56 | 100 | 100 | 6 | 46 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.98B | 19.73 | 11.11 | 12.33 | ||
DFA US Core Equity 2 I | 35.41B | 19.00 | 10.92 | 11.77 | ||
DFA International Core Equity I | 31.01B | 12.32 | 5.45 | 6.12 | ||
DFA Emerging Markets Core Equity I | 28.73B | 15.24 | 3.91 | 5.08 | ||
DFA US Large Cap Value I | 25.72B | 15.41 | 9.29 | 9.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.18B | 2.70 | 0.76 | 1.83 | ||
Oppenheimer Rochester LtdTerm NY | 1.11B | 3.56 | 0.44 | 2.10 | ||
Bernstein CA Municipal | 861.73M | 3.11 | 1.08 | 1.86 | ||
Fidelity California Ltd Trm Tax-Fr | 540.33M | 2.44 | 0.50 | 1.35 | ||
Oppenheimer Rochester Ltd Term CAY | 420.92M | 2.73 | 0.50 | 2.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS ANGELES CALIF 5% | - | 2.71 | - | - | |
GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV 5% | - | 2.57 | - | - | |
CALIFORNIA ST 5% | - | 2.31 | - | - | |
CALIFORNIA ST 5% | - | 2.01 | - | - | |
LOS ANGELES CNTY CALIF 5% | - | 1.56 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Buy |
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