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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 1184 | 1071 | 1126 | 1411 | 2137 |
Fund Return | -1.87% | 18.38% | 7.09% | 4.03% | 7.12% | 7.89% |
Place in category | 156 | 137 | 110 | 277 | 386 | 129 |
% in Category | 25 | 21 | 20 | 50 | 72 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.59B | 0.76 | 0.24 | 3.11 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.09B | 6.41 | 1.74 | 5.19 | ||
Goldman Sachs Emerging Markets Eq I | 1.89B | 4.39 | -9.26 | 4.03 | ||
Goldman Sachs Dynamic Municipal Ini | 1.66B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs US Eq Div and Prem In | 1.42B | 7.48 | 8.87 | 10.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.9B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer | US86800U1043 | 1.07 | 762.52 | +3.28% | |
Comfort Systems | US1999081045 | 1.03 | 307.71 | +1.91% | |
Atkore Intl | US0476491081 | 0.83 | 175.16 | +0.09% | |
Ryman Hospitality Properties | US78377T1079 | 0.82 | 104.82 | -0.70% | |
Franklin Electric | US3535141028 | 0.80 | 98.72 | +1.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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