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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1036 | 1232 | 1156 | 1512 | 2058 |
Fund Return | 17.09% | 3.61% | 23.19% | 4.95% | 8.62% | 7.48% |
Place in category | 91 | 58 | 94 | 150 | 138 | 56 |
% in Category | 47 | 28 | 45 | 75 | 74 | 75 |
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 Based 14 16 Y D | 125.03M | 9.24 | 1.85 | 4.60 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 12.91 | 3.88 | 6.56 | ||
ME NextGen College Investing Plan 0 | 125.03M | 18.29 | 6.10 | 8.71 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 18.40 | 6.76 | 8.54 | ||
HI HI529 Hawaiis College Savings P0 | 7.16M | 14.79 | 4.69 | 7.56 | ||
SC Future Scholar 529 Direct Age B0 | 5.42M | 20.36 | 8.16 | 10.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 56.22 | 131.86 | +1.07% | |
iShares Core MSCI Total Intl Stk ETF | - | 27.70 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 9.07 | 96.77 | +0.11% | |
iShares Core U.S. REIT | US4642885218 | 3.80 | 57.40 | +0.63% | |
iShares 20+ Year Treasury Bond ETF | - | 1.86 | - | - |
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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