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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1034 | 1097 | 1316 | 1502 | - |
Fund Return | 4.34% | 3.44% | 9.68% | 9.59% | 8.47% | - |
Place in category | 15 | 32 | 23 | 23 | 35 | - |
% in Category | 3 | 10 | 8 | 11 | 18 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 259.55M | 24.82 | 8.74 | 12.71 | ||
NE NEST Direct 529 Growth Static In | 194.9M | 12.44 | 3.32 | 8.44 | ||
NE TD Ameritrade 529 T Rowe Price L | 172.74M | 30.85 | 7.35 | 15.77 | ||
NE NEST Direct 529 T Rowe Price Lar | 170.68M | 30.87 | 7.35 | 15.89 | ||
NE NEST Direct 529 Age Based Aggr19 | 155.75M | 5.60 | 0.92 | 3.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street S&P 500 Index | - | 21.20 | - | - | |
Direct - State Street Msci | - | 15.03 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 13.64 | - | - | |
Dp - Met West Total Return | - | 9.43 | - | - | |
T. Rowe Price Large Cap Growth Fund | - | 8.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Buy |
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