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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 988 | 1114 | 1095 | 1408 | 1982 |
Fund Return | 11.45% | -1.22% | 11.45% | 3.08% | 7.09% | 7.08% |
Place in category | 33 | 25 | 33 | 14 | 22 | 4 |
% in Category | 28 | 19 | 28 | 15 | 23 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 67.88M | 4.24 | 1.89 | 2.95 | ||
WV SMART529 Direct Age Based 0 8 | 25.6M | 14.61 | 4.27 | 8.67 | ||
WV The Hartford SMART529 Balanced C | 1.89M | 10.63 | 2.11 | 6.64 | ||
WV The Hartford SMART529 Balanced B | 5.87K | 10.83 | 2.31 | 6.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Age B6 | 210.74M | 11.58 | 3.05 | 7.17 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 10.57 | 1.41 | 5.94 | ||
ME NextGen College Investing Plan 8 | 125.03M | 10.95 | 1.75 | 6.33 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 8.74 | 3.02 | 5.62 | ||
SC Future Scholar Advisor 529 Age9z | 11.52 | 2.80 | 7.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.39 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.58 | - | - | |
Vanguard Total Intl Stock Index I | - | 19.64 | - | - | |
Vanguard Inflation-Protected Secs I | - | 9.47 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 7.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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