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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1039 | 1168 | 1227 | 1573 | 2332 |
Fund Return | 2.72% | 3.85% | 16.83% | 7.07% | 9.48% | 8.83% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 843.85M | 2.25 | 5.06 | 7.11 | ||
KS Advisor Disciplined Growth A | 27.95 | 7.93 | 12.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 1.15B | 2.65 | 5.69 | 8.18 | ||
IA College Savings Iowa 529 Growthg | 563.78M | 2.64 | 6.02 | 8.34 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 2.49 | 5.71 | 8.00 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 2.46 | 5.52 | 7.99 | ||
CA ScholarShare Passive Growth | 386.22M | 12.17 | 3.31 | 7.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.68 | - | - | |
Schwab International Index | - | 20.01 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 15.10 | - | - | |
Schwab Small Cap Index | - | 14.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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