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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1010 | 1059 | 1008 | 1040 | 1131 |
Fund Return | 1.54% | 1% | 5.86% | 0.26% | 0.79% | 1.24% |
Place in category | 27 | 1 | 24 | 25 | 24 | 13 |
% in Category | 63 | 1 | 43 | 61 | 62 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bernstein NY Municipal | 1.19B | 1.73 | 0.47 | 1.68 | ||
Oppenheimer Rochester LtdTerm NY | 1.11B | 2.75 | 0.21 | 2.06 | ||
Bernstein CA Municipal | 861.15M | 2.12 | 0.81 | 1.71 | ||
DFA CA Short-Term Municipal Bond I | 680.73M | 2.37 | 1.41 | 0.95 | ||
Oppenheimer Rochester Ltd Term CAY | 435.37M | 2.35 | 0.40 | 2.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Revere Str Tr | - | 3.99 | - | - | |
UNIVERSITY CALIF REVS 5% | - | 2.36 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.34 | - | - | |
CALIFORNIA ST 5% | - | 2.16 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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