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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1058 | 1191 | 1133 | 639 | 877 |
Fund Return | 5.79% | 5.79% | 19.07% | 4.24% | -8.58% | -1.3% |
Place in category | 3 | 3 | 3 | 7 | 106 | 73 |
% in Category | 1 | 1 | 1 | 4 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 229.89M | 10.52 | 11.27 | 12.53 | ||
NE NEST Direct 529 Growth Static In | 192.53M | 5.79 | 4.90 | 8.40 | ||
NE TD Ameritrade 529 T Rowe Price L | 153.37M | 12.95 | 8.22 | 14.98 | ||
NE NEST Direct 529 T Rowe Price Lar | 149.84M | 12.95 | 8.24 | 15.12 | ||
NE NEST Direct 529 Age Based Aggr19 | 146.88M | 1.37 | 0.79 | 3.35 |
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 % | |
---|---|---|---|---|---|
Fidelity® Total International Index | - | 22.62 | - | - | |
Vanguard Total Stock Market | US9229087690 | 20.82 | 262.75 | -0.14% | |
Dodge & Cox Stock I | - | 13.41 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 12.32 | - | - | |
Fidelity® US Bond Index | - | 4.95 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Neutral | Neutral |
Summary | Strong Sell | Sell | Sell |
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