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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1081 | 1219 | 1273 | 1645 | 2377 |
Fund Return | 4.97% | 8.13% | 21.9% | 8.38% | 10.47% | 9.04% |
Place in category | 36 | 41 | 16 | 37 | 10 | 4 |
% in Category | 34 | 39 | 20 | 47 | 12 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.27B | 3.11 | 0.16 | 2.91 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.43B | 12.16 | 0.22 | 5.80 | ||
Goldman Sachs Emerging Markets Eq I | 2.07B | 10.73 | -8.51 | 3.54 | ||
Goldman Sachs Dynamic Municipal Ini | 1.88B | 3.05 | 0.08 | 2.82 | ||
Goldman Sachs US Eq Div and Prem In | 1.54B | 16.22 | 8.11 | 10.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.45B | 11.20 | 6.90 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.54B | 16.22 | 8.11 | 10.49 | ||
BlackRock US Opportunities Instl | 1.41B | 11.90 | 7.96 | 8.02 | ||
Shelton Core Value Direct | 768.93M | 14.22 | 7.73 | 8.84 | ||
Goldman Sachs US Eq Div and Premium | 511.05M | 16.24 | 8.04 | 10.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.38 | 429.17 | -1.00% | |
Apple | US0378331005 | 6.53 | 227.37 | +0.40% | |
NVIDIA | US67066G1040 | 3.91 | 120.87 | +3.97% | |
Amazon.com | US0231351067 | 3.55 | 193.96 | +0.04% | |
Alphabet A | US02079K3059 | 2.98 | 162.29 | +0.27% |
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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