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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1156 | 1046 | 1241 | 1166 | 1581 | 1853 |
Fund Return | 15.58% | 4.64% | 24.1% | 5.24% | 9.6% | 6.36% |
Place in category | 43 | 242 | 21 | 51 | 99 | 35 |
% in Category | 4 | 35 | 3 | 9 | 15 | 11 |
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 % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 3.69 | 881.5 | -0.42% | |
ASML Holding | NL0010273215 | 3.43 | 681.00 | -5.42% | |
Nestle | CH0038863350 | 1.76 | 87.54 | -1.06% | |
Roche Holding Participation | CH0012032048 | 1.62 | 273.70 | -0.91% | |
ABB | CH0012221716 | 1.52 | 45.17 | -2.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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