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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1075 | 1220 | 1290 | 1752 | 2696 |
Fund Return | 7.48% | 7.48% | 22% | 8.87% | 11.87% | 10.43% |
Place in category | 43 | 43 | 12 | 14 | 5 | 1 |
% in Category | 42 | 42 | 16 | 20 | 6 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.62B | 0.76 | 0.24 | 3.11 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.05B | 6.41 | 1.74 | 5.19 | ||
Goldman Sachs Emerging Markets Eq I | 1.9B | 4.39 | -9.26 | 4.03 | ||
Goldman Sachs Dynamic Municipal Ini | 1.66B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.23B | 5.80 | -3.39 | 4.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.06B | 6.29 | 8.91 | - | ||
BlackRock US Opportunities Instl | 1.42B | 6.11 | 8.21 | 8.19 | ||
Shelton Core Value Direct | 663.64M | 8.28 | 9.47 | 9.07 | ||
Goldman Sachs US Eq Div and Premium | 466.43M | 7.46 | 8.77 | 10.29 | ||
BlackRock US Opportunities Inv A | 297.52M | 6.05 | 7.92 | 7.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 401.35 | -1.22% | |
Apple | US0378331005 | 6.27 | 174.35 | +2.98% | |
NVIDIA | US67066G1040 | 4.93 | 870.94 | -0.73% | |
Amazon.com | US0231351067 | 3.96 | 180.35 | +0.41% | |
Alphabet A | US02079K3059 | 2.89 | 167.12 | -2.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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