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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1081 | 1219 | 1273 | 1645 | 2377 |
Fund Return | 4.97% | 8.13% | 21.9% | 8.38% | 10.47% | 9.04% |
Place in category | 36 | 41 | 16 | 37 | 10 | 4 |
% in Category | 34 | 39 | 20 | 47 | 12 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.8B | -0.01 | -0.58 | 2.72 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.17B | 8.79 | 0.20 | 5.33 | ||
Goldman Sachs Emerging Markets Eq I | 1.9B | 4.81 | -10.31 | 3.51 | ||
Goldman Sachs Dynamic Municipal Ini | 1.71B | -0.04 | -0.66 | 2.64 | ||
Goldman Sachs US Eq Div and Prem In | 1.45B | 9.03 | 7.81 | 10.26 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.38 | 441.06 | +1.94% | |
Apple | US0378331005 | 6.53 | 213.07 | +2.86% | |
NVIDIA | US67066G1040 | 3.91 | 125.20 | +3.55% | |
Amazon.com | US0231351067 | 3.55 | 186.89 | -0.18% | |
Alphabet A | US02079K3059 | 2.98 | 177.79 | +0.66% |
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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