
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1029 | 1150 | 1166 | 630 | 921 |
Fund Return | 2.91% | 2.91% | 15.03% | 5.24% | -8.82% | -0.82% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 266.74M | 2.77 | 11.70 | 13.36 | ||
NE NEST Direct 529 Growth Static In | 196.64M | 2.83 | 5.90 | 8.85 | ||
NE TD Ameritrade 529 T Rowe Price L | 177.58M | 2.68 | 12.41 | 16.14 | ||
NE NEST Direct 529 T Rowe Price Lar | 174.7M | 2.70 | 12.42 | 16.26 | ||
NE NEST Direct 529 Age Based Aggr19 | 151.81M | 1.12 | 2.02 | 3.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 686.93M | 2.10 | 3.57 | 5.95 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 1.81 | 3.49 | 5.83 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 1.80 | 3.37 | 5.78 | ||
IA College Savings Iowa 529 Conserv | 374.34M | 1.53 | 2.40 | 4.82 | ||
MO MOST Missouris 529 Vanguard Cons | 332.54M | 1.49 | 2.55 | 4.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 26.95 | 295.92 | -1.85% | |
Fidelity Total International Index | - | 16.09 | - | - | |
Dodge & Cox Stock I | - | 8.56 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 8.47 | - | - | |
Fidelity U.S. Bond Index | - | 5.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Neutral |
Summary | Buy | Buy | Neutral |
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