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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1041 | 1173 | 1177 | 1685 | 2086 |
Fund Return | 9.79% | 4.12% | 17.34% | 5.58% | 11% | 7.63% |
Place in category | 350 | 327 | 302 | 116 | 188 | 180 |
% in Category | 79 | 74 | 73 | 36 | 59 | 78 |
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 Mid Cap Index Adm | 60.76B | 11.88 | 2.96 | 9.57 | ||
Fidelity Extended Market Index Ins | 41.19B | 9.99 | -0.65 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 35.87B | 12.16 | 3.53 | 9.58 | ||
Vanguard Extended Market Index Inst | 32.26B | 10.00 | -0.63 | - | ||
Vanguard Extended Market Idx Adm | 24.76B | 9.97 | -0.67 | 8.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marvell | US5738741041 | 2.49 | 66.22 | -5.25% | |
Fidelity National Info | US31620M1062 | 2.25 | 81.36 | -1.35% | |
Steel Dynamics | US8581191009 | 1.98 | 111.00 | -0.29% | |
GE Vernova Inc | - | 1.92 | - | - | |
Lennar | US5260571048 | 1.85 | 179.42 | +0.89% |
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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