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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1223 | 1059 | 1260 | 1286 | 1737 | 2513 |
Fund Return | 22.29% | 5.94% | 25.97% | 8.75% | 11.68% | 9.65% |
Place in category | 29 | 71 | 32 | 23 | 8 | 4 |
% in Category | 28 | 50 | 32 | 26 | 8 | 6 |
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 | 3.54B | 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% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.57B | 2.42 | 7.92 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.62B | 2.24 | 10.34 | 11.28 | ||
BlackRock US Opportunities Instl | 1.38B | 3.47 | 5.83 | 7.99 | ||
Shelton Core Value Direct | 898.03M | 2.80 | 9.67 | 9.39 | ||
Goldman Sachs US Eq Div and Premium | 508.77M | 2.23 | 10.24 | 11.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 414.77 | +1.25% | |
Apple | US0378331005 | 6.76 | 244.87 | +0.16% | |
NVIDIA | US67066G1040 | 6.31 | 139.23 | -0.12% | |
Amazon.com | US0231351067 | 3.45 | 226.63 | -0.01% | |
Alphabet A | US02079K3059 | 3.04 | 185.27 | +0.82% |
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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