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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 986 | 1163 | 1374 | 2064 | 3205 |
Fund Return | 1.08% | -1.39% | 16.35% | 11.16% | 15.6% | 12.35% |
Place in category | 956 | 656 | 687 | 686 | 613 | 239 |
% in Category | 70 | 45 | 50 | 54 | 55 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 6.05B | 1.38 | 1.76 | 2.89 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.39B | 5.55 | 3.79 | 5.84 | ||
Goldman Sachs Dynamic Municipal Ini | 1.99B | 1.36 | 1.68 | 2.81 | ||
Goldman Sachs Emerging Markets Eq I | 1.8B | 1.90 | -2.75 | 4.03 | ||
Goldman Sachs US Eq Div and Prem In | 1.38B | 1.35 | 11.03 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.34 | 181.79 | -3.50% | |
Microsoft | US5949181045 | 6.65 | 359.49 | -0.10% | |
NVIDIA | US67066G1040 | 4.89 | 98.55 | +4.50% | |
Amazon.com | US0231351067 | 3.91 | 175.74 | +2.77% | |
Meta Platforms | US30303M1027 | 2.46 | 521.93 | +3.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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