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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1013 | 1105 | 1049 | 1177 | 1419 |
Fund Return | 7.04% | 1.3% | 10.48% | 1.62% | 3.32% | 3.57% |
Place in category | 20 | 19 | 10 | 79 | 16 | 2 |
% in Category | 13 | 13 | 8 | 50 | 13 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 265.52M | 27.90 | 11.23 | 12.95 | ||
NE NEST Direct 529 Growth Static In | 203.25M | 16.09 | 5.57 | 8.71 | ||
NE TD Ameritrade 529 T Rowe Price L | 175.85M | 32.63 | 8.25 | 15.80 | ||
NE NEST Direct 529 T Rowe Price Lar | 173.83M | 32.63 | 8.25 | 15.92 | ||
NE NEST Direct 529 Vanguard Equity | 73.41M | 20.72 | 11.43 | 10.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Aggressive 19 | 143.73M | 6.43 | 0.17 | 3.21 | ||
WV SMART529 Direct Age Based 18+ | 69.04M | 4.71 | 2.22 | 2.98 | ||
SC Future Scholar Advisor 529 Age18 | 11.63M | 6.34 | 1.64 | 2.89 | ||
WI Voya Age 18 Option W | 9.62M | 6.46 | 0.88 | 2.93 | ||
NV USAA College Savings Plan Age 18 | 802.36K | 6.64 | 4.10 | 2.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Short-Term Bond Idx InstlPls | - | 24.97 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.95 | - | - | |
TCW MetWest Total Return Bd Plan | - | 14.94 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 11.00 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.06 | - | - |
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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