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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1006 | 1115 | 1012 | 1083 | 1306 |
Fund Return | 2.92% | 0.57% | 11.46% | 0.4% | 1.61% | 2.71% |
Place in category | 19 | 53 | 28 | 33 | 19 | 5 |
% in Category | 7 | 21 | 10 | 13 | 7 | 2 |
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 | 3.29B | 8.71 | 0.55 | 6.17 | ||
Goldman Sachs Emerging Markets Eq I | 2.01B | 12.93 | -6.81 | 4.29 | ||
Goldman Sachs US Eq Div and Prem In | 1.6B | 18.70 | 8.29 | 10.59 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.31B | 10.73 | -0.50 | 4.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 73.76B | 1.40 | 0.26 | 2.27 | ||
Bridge Builder Municipal Bond | 15.64B | 1.69 | 0.23 | - | ||
American Funds Tax-Exempt Bond A | 11.98B | 2.00 | -0.13 | 2.28 | ||
Nuveen Intermediate Duration Muni | 6.94B | 1.81 | -0.10 | 2.31 | ||
American Funds Tax-Exempt Bond F2 | 5.83B | 2.15 | 0.05 | 2.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 1.49 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.117% | - | 0.59 | - | - | |
FLORIDA DEV FIN CORP REV 12% | - | 0.49 | - | - | |
ARIZONA HEALTH FACS AUTH REV 4.9% | - | 0.44 | - | - | |
EAST CNTY ADVANCED WTR PURIFICATION JT PWRS AUTH CALIF REV 3.125% | - | 0.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Sell | Strong Buy |
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