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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 995 | 1048 | 983 | 1074 | 1308 |
Fund Return | -0.01% | -0.53% | 4.78% | -0.58% | 1.44% | 2.72% |
Place in category | 17 | 28 | 9 | 34 | 16 | 3 |
% in Category | 6 | 11 | 3 | 13 | 6 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.23B | 3.37 | -0.76 | 4.93 | ||
Goldman Sachs Emerging Markets Eq I | 1.89B | 3.64 | -9.97 | 3.98 | ||
Goldman Sachs Dynamic Municipal Ini | 1.7B | -0.01 | -0.45 | 2.84 | ||
Goldman Sachs US Eq Div and Prem In | 1.43B | 4.31 | 6.50 | 9.99 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.26B | 5.80 | -4.36 | 4.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.41B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.71B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.59B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 1.60 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.38% | - | 0.78 | - | - | |
DETROIT MICH 4% | - | 0.44 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 0.43 | - | - | |
MASSACHUSETTS ST 5% | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | Sell | BUY |
Summary | Buy | Neutral | Neutral |
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