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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1008 | 1053 | 1007 | 1100 | 1358 |
Fund Return | 0.76% | 0.76% | 5.27% | 0.24% | 1.92% | 3.11% |
Place in category | 17 | 17 | 10 | 29 | 22 | 4 |
% in Category | 6 | 6 | 4 | 10 | 11 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.14B | 6.41 | 1.74 | 5.19 | ||
Goldman Sachs Emerging Markets Eq I | 1.94B | 4.39 | -9.26 | 4.03 | ||
Goldman Sachs Dynamic Municipal Ini | 1.69B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs US Eq Div and Prem In | 1.41B | 7.48 | 8.87 | 10.43 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.26B | 5.80 | -3.39 | 4.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.28B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.73B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.54B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.62B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 1.69 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.417% | - | 0.63 | - | - | |
United States Treasury Bills 0% | - | 0.50 | - | - | |
DETROIT MICH 4% | - | 0.44 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 0.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Neutral |
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