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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1034 | 1127 | 1096 | 1430 | 1789 |
Fund Return | 3.98% | 3.36% | 12.74% | 3.09% | 7.41% | 5.99% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 103.95B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 86.82B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.95 | 2.99 | 7.77 | ||
KS Schwab Moderately Aggressive Ind | 934.33M | 6.79 | 4.33 | 8.00 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 5.93 | 3.04 | 7.40 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 6.44 | 3.27 | 7.59 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 5.87 | 2.86 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 2.93 | - | - | |
JPMorgan Chase & Co | - | 2.19 | - | - | |
Philip Morris International Inc | - | 2.18 | - | - | |
Gilead Sciences Inc | - | 2.02 | - | - | |
Microsoft Corp | - | 1.64 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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