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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1031 | 1197 | 1126 | 1645 | 2197 |
Fund Return | 6.93% | 3.14% | 19.72% | 4.05% | 10.47% | 8.19% |
Place in category | 19 | 19 | 15 | 9 | 6 | 1 |
% in Category | 20 | 21 | 18 | 12 | 8 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 66.67M | 1.60 | 1.61 | 2.80 | ||
WV SMART529 Direct Age Based 9 13 | 28.46M | 5.12 | 2.83 | 6.68 | ||
WV The Hartford SMART529 Balanced C | 1.9M | 5.28 | 2.30 | 6.49 | ||
WV The Hartford SMART529 Balanced B | 36.64K | 5.36 | 2.49 | 6.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Age0z | 10.08M | 5.10 | 2.26 | 6.76 | ||
SC Future Scholar 529 Direct Age c0 | 5.08 | 2.87 | 6.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.72 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.14 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.61 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.53 | - | - |
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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