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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 971 | 979 | 1060 | 1314 | 1487 | 2083 |
Fund Return | -2.9% | -2.11% | 6.04% | 9.52% | 8.26% | 7.62% |
Place in category | 47 | 42 | 33 | 32 | 12 | 7 |
% in Category | 38 | 38 | 24 | 29 | 16 | 13 |
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 | 553.77M | 23.00 | 7.66 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 686.93M | 8.80 | 1.71 | 5.71 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 8.91 | 1.72 | 5.65 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 8.80 | 1.61 | 5.59 | ||
IA College Savings Iowa 529 Conserv | 374.34M | 7.43 | 0.85 | 4.73 | ||
MO MOST Missouris 529 Vanguard Cons | 332.54M | 7.52 | 1.00 | 4.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Metropolitan West Total Return Bd Plan | - | 29.95 | - | - | |
PIMCO Income Instl | - | 12.00 | - | - | |
PIMCO Real Return Instl | - | 11.98 | - | - | |
T. Rowe Price Lrg Cp Va I | - | 11.35 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 11.34 | - | - |
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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