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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1053 | 1232 | 1340 | 1815 | 2877 |
Fund Return | 2.23% | 5.29% | 23.17% | 10.24% | 12.66% | 11.15% |
Place in category | 122 | 71 | 26 | 9 | 5 | 2 |
% in Category | 62 | 52 | 26 | 12 | 3 | 2 |
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 | 3.53B | 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 | 2B | 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 | 4.53B | 2.42 | 7.92 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.62B | 2.24 | 10.34 | 11.28 | ||
BlackRock US Opportunities Instl | 1.37B | 3.47 | 5.83 | 7.99 | ||
Shelton Core Value Direct | 893.49M | 2.80 | 9.67 | 9.39 | ||
BlackRock US Opportunities Inv A | 301.54M | 3.44 | 5.57 | 7.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 6.93 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 6.44 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.71 | 228.68 | -0.73% | |
Alphabet A | US02079K3059 | 2.94 | 185.23 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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