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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1023 | 1133 | 1065 | 1394 | 1795 |
Fund Return | 4.25% | 2.3% | 13.3% | 2.13% | 6.87% | 6.03% |
Place in category | 101 | 90 | 117 | 57 | 67 | 19 |
% in Category | 61 | 51 | 66 | 45 | 49 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 372.98M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 332.55M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.49M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.15M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan 8 | 218.15M | 4.69 | 1.45 | 6.10 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 4.55 | 1.11 | 5.71 | ||
WV SMART529 Direct Age Based 9 13 | 28.46M | 5.12 | 2.83 | 6.68 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 4.82 | 2.67 | 5.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.68 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.56 | 58.48 | +0.02% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.56 | 45.70 | -0.02% | |
Vanguard Total Bond Market II Idx I | - | 8.54 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.38 | - | - |
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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