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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1007 | 1051 | 984 | 1069 | 1288 |
Fund Return | 1.38% | 0.7% | 5.05% | -0.55% | 1.35% | 2.57% |
Place in category | 26 | 31 | 21 | 88 | 58 | 15 |
% in Category | 9 | 10 | 8 | 34 | 25 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.98B | 1.62 | -0.20 | 2.92 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.27B | 4.93 | -0.51 | 4.80 | ||
Goldman Sachs Emerging Markets Eq I | 1.97B | 8.12 | -10.17 | 3.55 | ||
Goldman Sachs Dynamic Municipal Ini | 1.77B | 1.57 | -0.28 | 2.83 | ||
Goldman Sachs US Eq Div and Prem In | 1.48B | 12.16 | 8.19 | 10.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 70.55B | 0.05 | -0.34 | 2.32 | ||
Bridge Builder Municipal Bond | 14.79B | 0.44 | -0.35 | - | ||
American Funds Tax-Exempt Bond A | 11.78B | 0.61 | -0.78 | 2.37 | ||
Nuveen Intermediate Duration Muni | 6.7B | 1.20 | -0.39 | 2.44 | ||
American Funds Tax-Exempt Bond F2 | 5.66B | 0.70 | -0.61 | 2.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 1.60 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.38% | - | 0.78 | - | - | |
DETROIT MICH 4% | - | 0.44 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 0.43 | - | - | |
MASSACHUSETTS ST 5% | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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