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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1045 | 1206 | 1330 | 1550 | 2077 |
Fund Return | 6.44% | 4.49% | 20.61% | 9.98% | 9.17% | 7.58% |
Place in category | 31 | 23 | 26 | 25 | 14 | 11 |
% in Category | 23 | 17 | 19 | 24 | 19 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CO Scholars Choice 529 Internationa | 508.26K | 8.63 | 13.86 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 0.60 | 0.49 | 5.31 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 0.57 | 0.37 | 5.29 | ||
NV Vanguard 529 College Savings Plm | 285.64M | 0.62 | 0.53 | 5.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Western Asset Core Plus Bond IS | - | 26.29 | - | - | |
QS US Large Cap Equity IS | - | 13.50 | - | - | |
Western Asset Short-Term Bond IS | - | 9.38 | - | - | |
BrandywineGLOBAL Global Opp Bd USDH IS | - | 8.64 | - | - | |
QS Global Dividend IS | - | 7.74 | - | - |
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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