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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1061 | 1218 | 1194 | 1768 | 2504 |
Fund Return | 14.64% | 6.07% | 21.84% | 6.1% | 12.07% | 9.62% |
Place in category | 33 | 61 | 35 | 2 | 12 | 1 |
% in Category | 18 | 36 | 20 | 1 | 9 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 370.78M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 333.68M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar Advisor 529 Colua | 258.63M | 9.79 | 2.28 | 5.80 | ||
SC Future Scholar 529 Direct Growth | 214.86M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 233.33M | 19.34 | 9.18 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 10.17 | 2.59 | 6.37 | ||
ME NextGen College Investing Plan 0 | 17.85M | 13.87 | 4.23 | 8.48 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 13.31 | 4.52 | 8.20 | ||
SC Future Scholar Advisor 529 Agemz | 13.70 | 5.04 | 8.74 | |||
ME NextGen iShares Ages 0 7 C | 13.01 | 3.09 | 7.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 48.67 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.06 | - | - | |
Columbia Mid Cap Index Inst | - | 13.85 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.07 | 45.33 | +0.67% | |
Vanguard Total Bond Market II Idx I | - | 5.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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