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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1187 | 1043 | 1320 | 1270 | 1805 | 2737 |
Fund Return | 18.7% | 4.26% | 32.02% | 8.29% | 12.53% | 10.59% |
Place in category | 15 | 25 | 21 | 5 | 4 | 1 |
% in Category | 14 | 19 | 23 | 5 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.44B | 2.99 | 0.48 | 2.80 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.29B | 8.71 | 0.55 | 6.17 | ||
Goldman Sachs Emerging Markets Eq I | 2.01B | 12.93 | -6.81 | 4.29 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | 2.92 | 0.40 | 2.71 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.31B | 10.73 | -0.50 | 4.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.44B | 12.32 | 7.16 | - | ||
BlackRock US Opportunities Instl | 1.4B | 10.16 | 6.61 | 7.89 | ||
Shelton Core Value Direct | 827.32M | 15.90 | 7.97 | 8.88 | ||
Goldman Sachs US Eq Div and Premium | 499.13M | 18.63 | 8.20 | 10.47 | ||
BlackRock US Opportunities Inv A | 304.27M | 9.93 | 6.33 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 417.00 | +1.00% | |
Apple | US0378331005 | 6.76 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.31 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.45 | 197.12 | -0.64% | |
Alphabet A | US02079K3059 | 3.04 | 164.76 | -1.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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