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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1222 | 1030 | 1222 | 1265 | 1770 | 2754 |
Fund Return | 22.18% | 3.05% | 22.18% | 8.15% | 12.09% | 10.66% |
Place in category | 24 | 64 | 24 | 6 | 5 | 2 |
% in Category | 24 | 48 | 24 | 5 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.5B | 3.42 | 0.26 | 2.78 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.29B | 5.59 | -0.33 | 5.97 | ||
Goldman Sachs Emerging Markets Eq I | 1.92B | 9.10 | -6.62 | 4.38 | ||
Goldman Sachs Dynamic Municipal Ini | 1.94B | 3.33 | 0.17 | 2.69 | ||
Goldman Sachs US Eq Div and Prem In | 1.58B | 22.28 | 8.24 | 10.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.42B | 12.37 | 5.79 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.58B | 22.28 | 8.24 | 10.80 | ||
BlackRock US Opportunities Instl | 1.33B | 7.73 | 5.26 | 7.33 | ||
Shelton Core Value Direct | 814.39M | 17.17 | 7.56 | 8.72 | ||
BlackRock US Opportunities Inv A | 290.35M | 7.48 | 4.99 | 7.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.90 | 135.91 | -3.00% | |
Apple | US0378331005 | 6.85 | 236.85 | -2.41% | |
Microsoft | US5949181045 | 6.41 | 418.95 | -1.32% | |
Amazon.com | US0231351067 | 3.45 | 218.94 | -1.44% | |
Alphabet A | US02079K3059 | 3.09 | 192.04 | -0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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