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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1017 | 1092 | 1033 | 1245 | 1504 |
Fund Return | 2.6% | 1.72% | 9.24% | 1.07% | 4.48% | 4.17% |
Place in category | 108 | 85 | 118 | 69 | 90 | 23 |
% in Category | 63 | 48 | 69 | 48 | 61 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.95M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 333.36M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.6M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.65M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WI Tomorrows Scholar 529 Plan Voy13 | 131.91M | 0.43 | 1.73 | 5.21 | ||
WV SMART529 Direct Age Based Portfo | 33.04M | 3.53 | 2.13 | 5.38 | ||
NY New Yorks 529 Advisor Guided Pra | 20.18M | 4.00 | 0.73 | 5.11 | ||
WI Tomorrows Scholar 529 Plan Voyaw | 4.24M | 0.47 | 1.99 | 5.47 | ||
NV USAA College Savings Plan Age 14 | 2.74M | 3.43 | 2.11 | 4.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 20.49 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 13.74 | 58.23 | -0.22% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.66 | 45.40 | -0.44% | |
Vanguard Total Bond Market II Idx I | - | 9.29 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.54 | 79.93 | -0.36% |
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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