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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 963 | 963 | 1095 | 1258 | 2124 | 2634 |
Fund Return | -3.74% | -3.74% | 9.52% | 7.94% | 16.26% | 10.17% |
Place in category | 100 | 100 | 17 | 6 | 4 | 1 |
% in Category | 48 | 48 | 16 | 7 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.78B | -0.15 | 2.22 | 2.73 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.61B | 6.85 | 4.41 | 6.05 | ||
Goldman Sachs Dynamic Municipal Ini | 1.89B | -0.17 | 2.14 | 2.65 | ||
Goldman Sachs Emerging Markets Eq I | 1.82B | 1.86 | -1.25 | 4.11 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.27B | 2.90 | 1.18 | 4.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.16B | 0.27 | 6.47 | - | ||
BlackRock US Opportunities Instl | 1.08B | 2.65 | 5.07 | 7.07 | ||
Shelton Core Value Direct | 814.07M | -3.32 | 7.25 | 8.36 | ||
Goldman Sachs US Eq Div and Premium | 428.6M | -3.69 | 7.87 | 10.05 | ||
BlackRock US Opportunities Inv A | 269.67M | 2.58 | 4.79 | 6.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 202.52 | +2.21% | |
Microsoft | US5949181045 | 6.03 | 387.81 | -0.16% | |
NVIDIA | US67066G1040 | 5.81 | 110.71 | -0.20% | |
Amazon.com | US0231351067 | 4.29 | 182.12 | -1.49% | |
Alphabet A | US02079K3059 | 3.50 | 159.07 | +1.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Neutral |
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