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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1199 | 1057 | 1122 | 1390 | 1473 | - |
Fund Return | 19.87% | 5.73% | 12.22% | 11.6% | 8.06% | - |
Place in category | 148 | 184 | 124 | 25 | 13 | - |
% in Category | 58 | 62 | 63 | 18 | 15 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.8B | 23.71 | 7.97 | 12.49 | ||
MI Education Savings Program US Equ | 850.72M | 23.64 | 7.93 | 12.45 | ||
WI Edvest 529 Plan Large Cap Stock | 829.78M | 24.85 | 8.82 | 12.96 | ||
WI Edvest 529 Plan Based Aggressive | 637.83M | 13.56 | 3.79 | 8.35 | ||
OR Oregon College Savings Plan US E | 558.53M | 23.00 | 7.66 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 10.35 | 2.38 | 6.38 | ||
ME NextGen College Investing Plan 0 | 125.03M | 14.72 | 3.72 | 8.41 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 14.40 | 4.22 | 8.24 | ||
HI HI529 Hawaiis College Savings P0 | 7.16M | 11.90 | 2.86 | 7.35 | ||
SC Future Scholar 529 Direct Age B0 | 5.42M | 15.96 | 5.33 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Instl Large Cap Value | - | 24.50 | - | - | |
T. Rowe Price Instl Large Cap Growth | - | 24.15 | - | - | |
DFA Large Cap International I | - | 18.85 | - | - | |
Metropolitan West Total Return Bd Plan | - | 10.80 | - | - | |
TIAA-CREF Quant Small-Cap Equity Instl | - | 6.36 | - | - |
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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