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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1061 | 1080 | 1257 | 1449 | 1870 |
Fund Return | 2.01% | 6.12% | 7.97% | 7.92% | 7.7% | 6.46% |
Place in category | 84 | 69 | 78 | 46 | 34 | 14 |
% in Category | 74 | 66 | 83 | 58 | 45 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.18B | 11.27 | 9.53 | 12.66 | ||
BlackRock Equity Dividend Instl | 10.24B | 8.20 | 5.78 | 9.54 | ||
BlackRock International Index Instl | 10.15B | 7.83 | 3.34 | 4.65 | ||
BlackRock International Index Inv A | 10.15B | 7.69 | 3.07 | 4.38 | ||
BlackRock International Index K | 10.15B | 7.82 | 3.38 | 4.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.15B | 5.55 | 7.38 | - | ||
BlackRock US Opportunities Instl | 1.4B | 7.01 | 6.24 | 8.21 | ||
Goldman Sachs US Eq Div and Prem In | 1.45B | 9.03 | 7.81 | 10.26 | ||
Shelton Core Value Direct | 705.68M | 7.13 | 6.64 | 8.64 | ||
Goldman Sachs US Eq Div and Premium | 485.1M | 9.01 | 7.73 | 10.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.45 | 57.26 | -0.07% | |
Citigroup | US1729674242 | 2.05 | 60.22 | +0.35% | |
Fidelity National Info | US31620M1062 | 1.63 | 77.08 | +0.17% | |
Baxter | US0718131099 | 1.60 | 33.74 | +1.28% | |
BP | GB0007980591 | 1.55 | 460.00 | -1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Neutral |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Buy |
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