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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1019 | 1169 | 1067 | 1302 | 1716 |
Fund Return | 11.37% | 1.94% | 16.85% | 2.2% | 5.42% | 5.55% |
Place in category | 77 | 99 | 55 | 126 | 90 | 16 |
% in Category | 52 | 65 | 38 | 79 | 65 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 32.03 | 9.34 | 14.90 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 13.86 | 3.21 | 6.22 | ||
ME NextGen College Investing Plan d | 125.03M | 27.78 | 11.20 | 13.15 | ||
ME NextGen College Investing Plan 0 | 125.03M | 18.29 | 6.10 | 8.71 | ||
ME NextGen College Investing Plan 8 | 125.03M | 14.22 | 3.55 | 6.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Age B9 | 182.94M | 13.32 | 4.13 | 6.54 | ||
SC Future Scholar 529 Direct Age c9 | 9.74 | 2.73 | 4.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 35.19 | 96.77 | +0.11% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 32.15 | 131.86 | +1.07% | |
iShares Core MSCI Total Intl Stk ETF | - | 18.22 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.13 | - | - | |
iShares TIPS Bond | US4642871762 | 5.26 | 106.64 | +0.23% |
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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