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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1018 | 1272 | 1115 | 1525 | 2145 |
Fund Return | 12.33% | 1.83% | 27.25% | 3.7% | 8.8% | 7.93% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 21.35B | 1.80 | 1.98 | 1.95 | ||
The Vanguard Retirement Savings Tr4 | 21.35B | 2.08 | 2.11 | 2.05 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 9.75 | 2.36 | 6.42 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 7.16 | 0.93 | 4.78 | ||
IA College Savings Iowa 529 Income | 473M | 4.68 | -0.39 | 3.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.73 | 3.46 | 7.89 | ||
KS Schwab Moderately Aggressive Ind | 1.04B | 12.54 | 4.47 | 8.36 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 11.70 | 3.52 | 7.69 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 11.56 | 3.33 | 7.66 | ||
CA ScholarShare Passive Growth | 383.36M | 14.02 | 5.68 | 8.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 48.24 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 32.33 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.53 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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