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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1173 | 1035 | 1352 | 1214 | 1938 | 3293 |
Fund Return | 17.26% | 3.52% | 35.15% | 6.68% | 14.15% | 12.66% |
Place in category | 949 | 541 | 830 | 904 | 585 | 167 |
% in Category | 63 | 38 | 57 | 71 | 51 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.44B | 2.99 | 0.48 | 2.80 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.28B | 8.71 | 0.55 | 6.17 | ||
Goldman Sachs Emerging Markets Eq I | 2.04B | 12.93 | -6.81 | 4.29 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | 2.92 | 0.40 | 2.71 | ||
Goldman Sachs US Eq Div and Prem In | 1.59B | 18.70 | 8.29 | 10.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.96 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 6.54 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 4.49 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.37 | 197.12 | -0.64% | |
Alphabet A | US02079K3059 | 2.07 | 164.76 | -1.71% |
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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