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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1027 | 1163 | 1069 | 1483 | 1923 |
Fund Return | 5.1% | 2.68% | 16.31% | 2.26% | 8.2% | 6.76% |
Place in category | 101 | 69 | 58 | 70 | 35 | 25 |
% in Category | 43 | 30 | 25 | 37 | 20 | 23 |
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 | 332.45M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.41M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.22M | 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% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 5.92 | 4.29 | 7.90 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 5.76 | 4.06 | 7.70 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 5.43 | 3.28 | 6.89 | ||
KS Schwab Moderate Index | 745.81M | 4.93 | 2.79 | 6.49 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 4.43 | 1.77 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.73 | - | - | |
Columbia Large Cap Index Inst | - | 11.73 | - | - | |
Columbia Mid Cap Index Inst | - | 9.96 | - | - | |
Columbia US Treasury Index Inst | - | 9.53 | - | - | |
Columbia Overseas Core Institutional | - | 8.03 | - | - |
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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