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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1004 | 1118 | 1178 | 1416 | 1758 |
Fund Return | 3.49% | 0.37% | 11.84% | 5.62% | 7.21% | 5.8% |
Place in category | 54 | 178 | 34 | 26 | 29 | 21 |
% in Category | 9 | 41 | 6 | 6 | 6 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.99B | 1.38 | 1.76 | 2.89 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.63B | 5.55 | 3.79 | 5.84 | ||
Goldman Sachs Dynamic Municipal Ini | 2B | 1.36 | 1.68 | 2.81 | ||
Goldman Sachs Emerging Markets Eq I | 2B | 1.90 | -2.75 | 4.03 | ||
Goldman Sachs US Eq Div and Prem In | 1.55B | 1.35 | 11.03 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.85B | 3.37 | 4.43 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs Nasdaq-100 Core Prm IncETF | - | 3.64 | - | - | |
Goldman Sachs MLP Energy Infras R6 | - | 1.47 | - | - | |
JPMorgan | US46625H1005 | 1.23 | 229.14 | -1.33% | |
Alphabet A | US02079K3059 | 1.05 | 164.04 | -1.10% | |
Exxon Mobil | US30231G1022 | 0.74 | 109.16 | -2.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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