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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1064 | 1242 | 1110 | 1388 | 1876 |
Fund Return | 12.9% | 6.37% | 24.19% | 3.54% | 6.77% | 6.5% |
Place in category | 45 | 18 | 32 | 102 | 91 | 21 |
% in Category | 31 | 15 | 25 | 65 | 62 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 24.92 | 10.39 | 14.97 | ||
ME NextGen College Investing Plan 0 | 125.03M | 16.29 | 6.41 | 8.98 | ||
ME NextGen College Investing Plan 8 | 125.03M | 13.20 | 3.89 | 6.89 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 11.27 | 2.75 | 5.86 | ||
ME NextGen College Based 14 16 Y D | 125.03M | 9.56 | 2.48 | 4.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Age B6 | 210.74M | 12.81 | 5.17 | 7.62 | ||
ME NextGen College Investing Plan 8 | 125.03M | 13.20 | 3.89 | 6.89 | ||
WV SMART529 Direct Age Based 9 13 | 32.11M | 12.83 | 5.03 | 7.41 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 11.22 | 4.66 | 5.94 | ||
LA Louisiana START Saving For Col6 | 9.58 | 2.39 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 43.52 | 125.05 | -0.16% | |
iShares Core US Aggregate Bond | US4642872265 | 24.70 | 98.13 | +0.42% | |
iShares Core MSCI Total Intl Stk ETF | - | 20.41 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 4.96 | - | - | |
iShares TIPS Bond | US4642871762 | 3.71 | 107.94 | +0.17% |
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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