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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 991 | 991 | 1025 | 968 | 1025 | 1173 |
Fund Return | -0.88% | -0.92% | 2.54% | -1.08% | 0.49% | 1.61% |
Place in category | 30 | 30 | 38 | 36 | 36 | 25 |
% in Category | 40 | 38 | 58 | 65 | 58 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.1B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 191.12M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.57M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.18M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.26B | 7.71 | 3.26 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 14.01B | -1.38 | -0.72 | 2.14 | ||
BlackRock California Muni Opps A | 2.33B | 0.26 | -0.82 | 2.42 | ||
BlackRock California Muni Opps A1 | 2.33B | 0.32 | -0.67 | 2.56 | ||
BlackRock California Muni Opps C | 2.33B | -0.06 | -1.57 | 1.64 | ||
BlackRock California Muni Opps Inst | 2.33B | 0.36 | -0.58 | 2.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS ANGELES CALIF UNI SCH DIST 5% | - | 2.34 | - | - | |
CALIFORNIA ST 5.75% | - | 1.92 | - | - | |
LOS ANGELES CALIF DEPT WTR & PWR REV 5% | - | 1.84 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4.22% | - | 1.72 | - | - | |
FOOTHILL / EASTERN TRANSN CORRIDOR AGY CALIF TOLL RD REV 5.3% | - | 1.63 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Neutral | Sell |
Summary | Strong Buy | Neutral | Sell |
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