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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1028 | 1066 | 1015 | 1053 | 1144 |
Fund Return | 2.44% | 2.75% | 6.64% | 0.5% | 1.03% | 1.35% |
Place in category | 22 | 1 | 22 | 23 | 22 | 10 |
% in Category | 45 | 1 | 40 | 55 | 58 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Fidelity Contrafund K | 12.16B | 31.38 | 12.49 | 15.34 | ||
Fidelity Contrafund | 136.16B | 31.29 | 12.42 | 15.24 | ||
Fidelity Total Market Index Instl b | 100.61B | 20.61 | 10.15 | 12.77 | ||
Fidelity Blue Chip Growth | 62.16B | 28.02 | 9.46 | 17.68 |
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 | ||
DFA CA Short-Term Municipal Bond I | 681.05M | 2.41 | 1.43 | 0.97 | ||
Oppenheimer Rochester Ltd Term CAY | 420.92M | 2.73 | 0.50 | 2.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA HEALTH FACS FING AUTH REV 2% | - | 2.45 | - | - | |
Fidelity Revere Str Tr | - | 2.36 | - | - | |
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2% | - | 2.17 | - | - | |
SANTA ROSA CALIF WTR REV 0% | - | 2.03 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 3% | - | 1.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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