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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1015 | 1229 | 1077 | 1386 | 1869 |
Fund Return | 9.68% | 1.51% | 22.89% | 2.49% | 6.75% | 6.46% |
Place in category | 124 | 86 | 117 | 91 | 83 | 53 |
% in Category | 59 | 40 | 56 | 53 | 55 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA Invest529 Total Stock Market Ind | 2.22B | 19.16 | 7.44 | 12.30 | ||
VA Invest529 Stable Value Portfolio | 248.59M | 2.62 | 2.42 | 2.03 | ||
VA Invest529 Conservative Income Po | 93.44M | 4.65 | -0.30 | 3.25 | ||
VA Invest529 REIT Index Portfolio | 89.3M | 8.40 | -0.98 | 5.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 12.26 | 4.14 | 8.22 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 13.27 | 5.19 | 8.10 | ||
KS Schwab Moderate Index | 816.13M | 10.00 | 3.01 | 6.82 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 12.56 | 4.39 | 7.28 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 9.75 | 2.36 | 6.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.39 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 27.93 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.55 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 12.13 | - | - |
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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