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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1053 | 1233 | 1343 | 1823 | 2913 |
Fund Return | 2.24% | 5.32% | 23.27% | 10.34% | 12.77% | 11.28% |
Place in category | 121 | 70 | 25 | 7 | 4 | 1 |
% in Category | 62 | 52 | 26 | 11 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.94B | 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 Em Mkts Eq Insghts In | 1.43B | 1.04 | -0.70 | 4.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.57B | 2.42 | 7.92 | - | ||
BlackRock US Opportunities Instl | 1.38B | 3.47 | 5.83 | 7.99 | ||
Shelton Core Value Direct | 899.75M | 2.80 | 9.67 | 9.39 | ||
Goldman Sachs US Eq Div and Premium | 507.73M | 2.23 | 10.24 | 11.15 | ||
BlackRock US Opportunities Inv A | 303.14M | 3.44 | 5.57 | 7.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.52 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 6.91 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 6.42 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 4.02 | 216.58 | -2.83% | |
Alphabet A | US02079K3059 | 3.39 | 179.66 | -2.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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