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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1021 | 1114 | 1146 | 1355 | 1798 |
Fund Return | 2.4% | 2.08% | 11.41% | 4.66% | 6.27% | 6.04% |
Place in category | 42 | 161 | 79 | 29 | 27 | 18 |
% in Category | 8 | 37 | 17 | 7 | 8 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.86B | 0.44 | 1.23 | 2.74 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.46B | 2.94 | 2.35 | 6.22 | ||
Goldman Sachs Dynamic Municipal Ini | 1.99B | 0.43 | 1.15 | 2.66 | ||
Goldman Sachs Emerging Markets Eq I | 1.95B | 0.61 | -5.22 | 4.22 | ||
Goldman Sachs US Eq Div and Prem In | 1.61B | 2.24 | 10.34 | 11.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.92B | 2.04 | 3.24 | 4.45 |
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 | 275.80 | -0.40% | |
Alphabet A | US02079K3059 | 1.05 | 185.34 | -3.27% | |
Exxon Mobil | US30231G1022 | 0.74 | 108.89 | +0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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