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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1048 | 1168 | 1085 | 1736 | 1895 |
Fund Return | 11.56% | 4.81% | 16.8% | 2.75% | 11.66% | 6.6% |
Place in category | 399 | 185 | 502 | 312 | 20 | 25 |
% in Category | 56 | 29 | 76 | 53 | 3 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.17B | 3.11 | 0.16 | 2.91 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.32B | 12.16 | 0.22 | 5.80 | ||
Goldman Sachs Emerging Markets Eq I | 1.95B | 10.73 | -8.51 | 3.54 | ||
Goldman Sachs Dynamic Municipal Ini | 1.85B | 3.05 | 0.08 | 2.82 | ||
Goldman Sachs US Eq Div and Prem In | 1.49B | 16.22 | 8.11 | 10.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 203B | 10.64 | 1.87 | 4.55 | ||
Vanguard Total Intl Stock Index Adm | 76.41B | 10.72 | 1.94 | 4.62 | ||
Fidelity International Index Inst | 52.58B | 12.26 | 4.33 | 5.37 | ||
Fidelity Series Global ex US Index | 47.96B | 11.26 | 2.20 | 4.45 | ||
Vanguard Total Intl Stock Index I | 41.55B | 10.75 | 1.97 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Zurich Insurance Group | CH0011075394 | 4.55 | 489.50 | -0.89% | |
Sumitomo Mitsui Financial | JP3890350006 | 4.49 | 9,180.0 | -1.54% | |
AstraZeneca | GB0009895292 | 4.23 | 12,650.0 | +0.88% | |
Nestle | CH0038863350 | 4.17 | 87.54 | -1.06% | |
Iberdrola | ES0144580Y14 | 4.16 | 13.155 | +0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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