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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1018 | 1109 | 1182 | 1403 | 1950 |
Fund Return | 4.95% | 1.82% | 10.87% | 5.74% | 7% | 6.91% |
Place in category | 177 | 256 | 241 | 47 | 140 | 37 |
% in Category | 23 | 37 | 33 | 9 | 21 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.9B | 0.44 | 1.23 | 2.74 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.53B | 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 | 2.02B | 0.61 | -5.22 | 4.22 | ||
Goldman Sachs US Eq Div and Prem In | 1.62B | 2.24 | 10.34 | 11.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.92 | 597.5 | +1.79% | |
SAP | DE0007164600 | 2.38 | 276.300 | -0.74% | |
Roche Holding Participation | CH0012032048 | 2.07 | 294.70 | -0.07% | |
Novartis | CH0012005267 | 2.04 | 96.59 | +0.44% | |
Schneider Electric | FR0000121972 | 1.91 | 247.20 | -1.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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