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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1045 | 1224 | 1214 | 1808 | 3281 |
Fund Return | 5.46% | 4.52% | 22.4% | 6.68% | 12.57% | 12.62% |
Place in category | 884 | 479 | 616 | 723 | 449 | 47 |
% in Category | 55 | 29 | 43 | 54 | 41 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.7B | 0.01 | -0.37 | 2.93 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.17B | 3.37 | -0.76 | 4.93 | ||
Goldman Sachs Emerging Markets Eq I | 1.97B | 3.64 | -9.97 | 3.98 | ||
Goldman Sachs Dynamic Municipal Ini | 1.7B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs US Eq Div and Prem In | 1.42B | 4.31 | 6.50 | 9.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.60 | - | - | |
Apple Inc | - | 4.84 | - | - | |
NVIDIA Corp | - | 3.22 | - | - | |
Amazon.com Inc | - | 3.15 | - | - | |
Alphabet Inc Class A | - | 2.20 | - | - |
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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