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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1037 | 1226 | 1173 | 1750 | 2433 |
Fund Return | 8.08% | 3.65% | 22.61% | 5.46% | 11.84% | 9.3% |
Place in category | 22 | 10 | 18 | 3 | 6 | 4 |
% in Category | 32 | 15 | 27 | 7 | 13 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 326.87M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 246.35M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.68M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WI Edvest 529 Plan Based Aggressive | 602.54M | 6.35 | 3.83 | 7.96 | ||
AK John Hancock Freedom 529 Futurea | 203.04M | 12.12 | 4.27 | 13.12 | ||
SC Future Scholar Advisor 529 Aggre | 14.91M | 8.24 | 5.10 | 9.02 | ||
AK John Hancock Freedom 529 Future2 | 13.55M | 11.75 | 3.48 | 12.27 | ||
ME NextGen College Franklin MutualC | 11.12 | 3.73 | 4.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.20 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.34 | - | - | |
Columbia Mid Cap Index Inst | - | 14.04 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 7.87 | 41.18 | -0.31% | |
Vanguard Total Bond Market II Idx I | - | 5.57 | - | - |
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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