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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 995 | 1041 | 940 | 1031 | 1289 |
Fund Return | 0% | -0.52% | 4.1% | -2.05% | 0.61% | 2.57% |
Place in category | 8 | 9 | 39 | 73 | 55 | 23 |
% in Category | 7 | 7 | 33 | 76 | 59 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
Nuveen Limited Term Municipal BondI | 4.33B | 0.20 | 0.26 | 1.70 | ||
Nuveen Preferred Securities I | 3.39B | 4.00 | 0.47 | 4.37 | ||
Nuveen Santa Barbara Dividend GrowI | 2.44B | 5.59 | 7.71 | 10.61 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.12 | -3.38 | 2.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin CA Tax-Free Income A | 7.45B | -1.12 | -1.61 | 2.53 | ||
Vanguard CA Long-Term Tax-Exempt Ad | 4.74B | -1.41 | -1.21 | 2.73 | ||
Franklin CA Tax-Free Income Adv | 2.46B | -0.94 | -1.47 | 2.64 | ||
American Funds Tax-Exempt CA A | 1.43B | -0.69 | -1.17 | 2.24 | ||
Fidelity California Municipal Inco | 1.41B | -1.56 | -1.24 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAN DIEGO CALIF UNI SCH DIST 6% | - | 3.69 | - | - | |
LOS ANGELES CALIF DEPT WTR & PWR REV 5% | - | 2.07 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 4% | - | 2.03 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.84 | - | - | |
SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST 4% | - | 1.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Neutral |
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