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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1029 | 1167 | 1208 | 1651 | 2591 |
Fund Return | 4.31% | 2.86% | 16.73% | 6.5% | 10.54% | 9.99% |
Place in category | 40 | 51 | 12 | 20 | 7 | 1 |
% in Category | 39 | 41 | 17 | 33 | 9 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.7B | 0.01 | -0.37 | 2.93 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.16B | 3.37 | -0.76 | 4.93 | ||
Goldman Sachs Emerging Markets Eq I | 1.95B | 3.64 | -9.97 | 3.98 | ||
Goldman Sachs Dynamic Municipal Ini | 1.69B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.26B | 5.80 | -4.36 | 4.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.15B | 3.39 | 6.93 | - | ||
BlackRock US Opportunities Instl | 1.47B | 3.95 | 6.02 | 8.15 | ||
Shelton Core Value Direct | 679.67M | 4.15 | 6.67 | 8.51 | ||
Goldman Sachs US Eq Div and Premium | 473.41M | 4.29 | 6.41 | 9.85 | ||
BlackRock US Opportunities Inv A | 304.53M | 3.86 | 5.74 | 7.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 414.74 | +0.59% | |
Apple | US0378331005 | 6.27 | 183.05 | -0.69% | |
NVIDIA | US67066G1040 | 4.93 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 3.96 | 187.48 | -1.07% | |
Alphabet A | US02079K3059 | 2.89 | 168.65 | -0.77% |
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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