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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1048 | 1149 | 1127 | 1448 | 1909 |
Fund Return | 4.83% | 4.83% | 14.89% | 4.06% | 7.69% | 6.68% |
Place in category | 130 | 130 | 104 | 45 | 46 | 44 |
% in Category | 54 | 54 | 48 | 20 | 30 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 920.7M | 6.57 | 5.82 | 8.17 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.37B | 5.48 | 5.86 | 8.13 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 6.17 | 5.84 | 7.97 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 5.96 | 5.04 | 7.15 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 4.35 | 3.00 | 6.34 | ||
VA Invest529 Moderate Growth | 476.13M | 4.30 | 3.16 | 6.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 35.42 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.79 | - | - | |
Schwab International Index | - | 14.93 | - | - | |
Schwab Small Cap Index | - | 10.12 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.86 | - | - |
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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