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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1008 | 1075 | 1097 | 1189 | 1385 |
Fund Return | 2.06% | 0.76% | 7.54% | 3.15% | 3.52% | 3.31% |
Place in category | 34 | 190 | 10 | 36 | 7 | 7 |
% in Category | 14 | 91 | 5 | 16 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL Bright Directions Fund 20 C | 182.47M | 1.98 | 2.63 | 2.79 | ||
AL CollegeCounts 529 Direct Fidelit | 182.36M | 2.85 | -0.29 | 1.80 | ||
IL Bright Directions Fund 20 E | 8.94M | 2.04 | 2.90 | 3.05 | ||
AL Vanguard Inflation Protected 529 | 3.38M | 3.43 | -1.04 | 2.08 | ||
AL CollegeCounts 529 PIMCO Short Te | 1.64M | 0.75 | 4.31 | 2.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV USAA College Savings Plan In Col | 837.43M | 1.45 | 4.69 | 2.63 | ||
SC Future Scholar 529 Direct Conser | 200.65M | 1.76 | 2.82 | 2.93 | ||
IL Bright Directions Fund 20 C | 182.47M | 1.98 | 2.63 | 2.79 | ||
NH UNIQUE College Investing Plan Co | 96.9M | 1.70 | 1.80 | 1.81 | ||
MA UFund College Investing Plan Con | 35.61M | 1.75 | 1.80 | 1.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity U.S. Bond Index | - | 12.63 | - | - | |
Fidelity Short-Term Bond Index | - | 12.53 | - | - | |
Baird Short-Term Bond Inst | - | 12.49 | - | - | |
iShares 0-5 Year TIPS Bond | US46429B7477 | 12.02 | 103.11 | +0.18% | |
PGIM Core Bond R6 | - | 7.56 | - | - |
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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