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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1037 | 1093 | 1192 | 1500 | 2189 |
Fund Return | 3.95% | 3.68% | 9.33% | 6.02% | 8.45% | 8.15% |
Place in category | 53 | 28 | 52 | 30 | 26 | 6 |
% in Category | 52 | 25 | 57 | 47 | 34 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.72B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.64B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.21B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.21B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.21B | 2.50 | 2.89 | 4.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.17B | 3.39 | 6.93 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.42B | 4.31 | 6.50 | 9.99 | ||
Shelton Core Value Direct | 689.64M | 4.15 | 6.67 | 8.51 | ||
Goldman Sachs US Eq Div and Premium | 479.46M | 4.29 | 6.41 | 9.85 | ||
BlackRock US Opportunities Inv A | 306.7M | 3.86 | 5.74 | 7.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 2.47 | - | - | |
Citigroup Inc | - | 2.26 | - | - | |
Samsung Electronics Co Ltd DR | - | 1.79 | - | - | |
Fidelity National Information Services Inc | - | 1.69 | - | - | |
Baxter International Inc | - | 1.63 | - | - |
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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