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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 986 | 1108 | 1087 | 1391 | 1933 |
Fund Return | 10.75% | -1.42% | 10.75% | 2.84% | 6.83% | 6.81% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.04B | 13.79 | 4.37 | 8.40 | ||
KS Advisor Disciplined Growth A | 27.95 | 7.93 | 12.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 14.73 | 3.93 | 8.29 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 14.91 | 4.79 | 8.07 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 14.05 | 3.99 | 7.26 | ||
VA Invest529 Moderate Growth | 517.06M | 12.80 | 3.93 | 6.62 | ||
IA College Savings Iowa 529 Moderap | 459.36M | 10.29 | 2.27 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 35.52 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.55 | - | - | |
Schwab International Index | - | 14.71 | - | - | |
Schwab Small Cap Index | - | 10.63 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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