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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1060 | 1205 | 1172 | 1686 | 2364 |
Fund Return | 13.7% | 5.99% | 20.51% | 5.43% | 11.01% | 8.98% |
Place in category | 69 | 71 | 89 | 11 | 42 | 10 |
% in Category | 36 | 40 | 43 | 6 | 27 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 370.78M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 333.68M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar Advisor 529 Colua | 258.63M | 9.79 | 2.28 | 5.80 | ||
SC Future Scholar 529 Direct Growth | 214.86M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 233.33M | 19.34 | 9.18 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 10.17 | 2.59 | 6.37 | ||
ME NextGen College Investing Plan 0 | 17.85M | 13.87 | 4.23 | 8.48 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 13.31 | 4.52 | 8.20 | ||
SC Future Scholar 529 Direct Age B0 | 5.42M | 14.64 | 6.10 | 9.62 | ||
HI HI529 Hawaiis College Savings P0 | 11.64 | 3.16 | 7.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 46.56 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.30 | - | - | |
Columbia Mid Cap Index Inst | - | 12.00 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.93 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.09 | 45.33 | +0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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