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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1144 | 1033 | 1233 | 1188 | 1868 | 3268 |
Fund Return | 14.41% | 3.3% | 23.33% | 5.9% | 13.32% | 12.57% |
Place in category | 160 | 160 | 162 | 97 | 92 | 69 |
% in Category | 74 | 74 | 75 | 54 | 66 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NJ BEST SP 500 Index | 345.6M | 20.69 | 8.97 | 12.82 | ||
NJ Franklin Templeton 529 SP 500 In | 249.45M | 14.81 | 9.46 | 12.21 | ||
NJ BEST Franklin Mod Allocation 17+ | 14M | 4.29 | 1.74 | 1.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 | ||
VA CollegeAmerica 529 The Growth Fa | 8.95B | 22.38 | 4.43 | 13.15 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 23.62 | 7.39 | 15.07 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 23.59 | 7.36 | 14.98 | ||
VA CollegeAmerica 529 The Growth Ff | 452.23M | 22.56 | 4.63 | 13.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond | US35473P5531 | 16.50 | 21.23 | -0.05% | |
Franklin Growth Adv | - | 11.54 | - | - | |
Franklin Liberty Investment Grade Corporate | US35473P6034 | 7.89 | 21.32 | -0.09% | |
Franklin Rising Dividends Adv | - | 7.47 | - | - | |
Franklin LibertyQ U.S. Equity | US35473P8014 | 7.37 | 59.63 | +0.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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