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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1050 | 1241 | 1365 | 1634 | 2280 |
Fund Return | 7.44% | 5.05% | 24.09% | 10.92% | 10.32% | 8.59% |
Place in category | 65 | 57 | 62 | 21 | 29 | 16 |
% in Category | 60 | 51 | 65 | 52 | 78 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IN CollegeChoice Direct Savings Plm | 560.88M | 7.38 | 1.31 | 6.07 | ||
AR iShares 2030 College F | 60.15M | 8.66 | 1.09 | 6.42 | ||
NV Putnam Based Option 2012 A | 16.39M | 12.29 | 4.52 | 6.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Western Asset Core Plus Bond IS | - | 39.00 | - | - | |
QS US Large Cap Equity IS | - | 15.86 | - | - | |
Templeton Foreign Adv | - | 9.82 | - | - | |
Thornburg International Equity A | - | 9.70 | - | - | |
QS Global Dividend IS | - | 7.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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