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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1036 | 1210 | 1250 | 1813 | 2623 |
Fund Return | 9.01% | 3.65% | 20.96% | 7.73% | 12.64% | 10.13% |
Place in category | 22 | 43 | 13 | 8 | 6 | 2 |
% in Category | 25 | 30 | 16 | 12 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.8B | -0.01 | -0.58 | 2.72 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.18B | 8.79 | 0.20 | 5.33 | ||
Goldman Sachs Emerging Markets Eq I | 1.92B | 4.81 | -10.31 | 3.51 | ||
Goldman Sachs Dynamic Municipal Ini | 1.71B | -0.04 | -0.66 | 2.64 | ||
Goldman Sachs US Eq Div and Prem In | 1.44B | 9.03 | 7.81 | 10.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.14B | 5.55 | 7.38 | - | ||
BlackRock US Opportunities Instl | 1.42B | 7.01 | 6.24 | 8.21 | ||
Goldman Sachs US Eq Div and Prem In | 1.44B | 9.03 | 7.81 | 10.26 | ||
Shelton Core Value Direct | 700.3M | 7.13 | 6.64 | 8.64 | ||
BlackRock US Opportunities Inv A | 299.7M | 6.88 | 5.96 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.50 | - | - | |
Apple Inc | - | 5.83 | - | - | |
NVIDIA Corp | - | 5.52 | - | - | |
Amazon.com Inc | - | 3.96 | - | - | |
Alphabet Inc Class A | - | 3.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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