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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1025 | 1151 | 1087 | 1473 | 1910 |
Fund Return | 5.12% | 2.49% | 15.13% | 2.83% | 8.06% | 6.68% |
Place in category | 47 | 65 | 67 | 26 | 28 | 5 |
% in Category | 31 | 35 | 40 | 23 | 25 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 66.67M | 1.60 | 1.61 | 2.80 | ||
WV SMART529 Direct Age Based 0 8 | 24.3M | 6.93 | 4.05 | 8.19 | ||
WV The Hartford SMART529 Balanced C | 1.9M | 5.28 | 2.30 | 6.49 | ||
WV The Hartford SMART529 Balanced B | 36.64K | 5.36 | 2.49 | 6.69 |
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 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 4.82 | 2.67 | 5.29 | ||
SC Future Scholar Advisor 529 Age12 | 4.02 | 1.21 | 5.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.94 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.65 | - | - | |
Vanguard Total Intl Stock Index I | - | 19.82 | - | - | |
Vanguard Inflation-Protected Secs I | - | 9.53 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 8.06 | - | - |
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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