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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 981 | 1124 | 1103 | 1475 | 2249 |
Fund Return | 12.44% | -1.93% | 12.44% | 3.32% | 8.09% | 8.44% |
Place in category | 2 | 88 | 2 | 2 | 1 | 1 |
% in Category | 2 | 72 | 2 | 2 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 259.55M | 24.82 | 8.74 | 12.71 | ||
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 | ||
NE NEST Direct 529 Vanguard Equity | 69.38M | 15.05 | 7.36 | 9.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 686.93M | 8.80 | 1.71 | 5.71 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 8.91 | 1.72 | 5.65 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 8.80 | 1.61 | 5.59 | ||
IA College Savings Iowa 529 Conserv | 374.34M | 7.43 | 0.85 | 4.73 | ||
MO MOST Missouris 529 Vanguard Cons | 332.54M | 7.52 | 1.00 | 4.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 27.13 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.05 | - | - | |
Vanguard Equity-Income Adm | - | 8.59 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 8.48 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 7.36 | - | - |
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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