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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 985 | 1086 | 1192 | 1455 | 1704 |
Fund Return | 0.86% | -1.5% | 8.57% | 6.03% | 7.79% | 5.48% |
Place in category | 118 | 153 | 98 | 44 | 36 | 23 |
% in Category | 46 | 62 | 42 | 16 | 17 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.84B | -0.89 | 2.91 | 2.71 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.13B | 13.05 | 8.48 | 6.21 | ||
Goldman Sachs Emerging Markets Eq I | 2.01B | 2.33 | 1.55 | 3.50 | ||
Goldman Sachs Dynamic Municipal Ini | 1.91B | -0.91 | 2.82 | 2.63 | ||
Goldman Sachs US Eq Div and Prem In | 1.5B | -5.10 | 10.37 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.86B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.42B | 1.67 | 4.74 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future June 25 | - | 17.49 | - | - | |
Us 5yr Note (Cbt) Jun25 Xcbt 20250630 | - | 8.56 | - | - | |
Federal National Mortgage Association 5.5% | - | 4.71 | - | - | |
Government National Mortgage Association 6% | - | 1.06 | - | - | |
Government National Mortgage Association 4.5% | - | 1.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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