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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1047 | 1185 | 1199 | 1634 | 2200 |
Fund Return | 7.01% | 4.72% | 18.45% | 6.24% | 10.32% | 8.21% |
Place in category | 50 | 23 | 36 | 32 | 18 | 6 |
% in Category | 47 | 17 | 33 | 45 | 23 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.38B | 11.27 | 9.53 | 12.66 | ||
BlackRock Equity Dividend Instl | 10.22B | 8.20 | 5.78 | 9.54 | ||
BlackRock International Index Instl | 10.13B | 7.83 | 3.34 | 4.65 | ||
BlackRock International Index Inv A | 10.13B | 7.69 | 3.07 | 4.38 | ||
BlackRock International Index K | 10.13B | 7.82 | 3.38 | 4.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.14B | 5.55 | 7.38 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.46B | 9.03 | 7.81 | 10.26 | ||
Shelton Core Value Direct | 708.25M | 7.13 | 6.64 | 8.64 | ||
Goldman Sachs US Eq Div and Premium | 489M | 9.01 | 7.73 | 10.13 | ||
BlackRock US Opportunities Inv A | 294.34M | 6.88 | 5.96 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.52 | 57.40 | +0.23% | |
Citigroup | US1729674242 | 2.17 | 59.33 | -1.49% | |
Sanofi | FR0000120578 | 2.10 | 86.43 | -1.71% | |
Samsung Electronics DRC | US7960508882 | 1.73 | 1,445.00 | +0.98% | |
BP | GB0007980591 | 1.67 | 460.00 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Neutral |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Buy |
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