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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 950 | 980 | 1083 | 927 | 1146 | 1631 |
Fund Return | -5% | -1.98% | 8.3% | -2.49% | 2.76% | 5.01% |
Place in category | 48 | 48 | 34 | 26 | 11 | 4 |
% in Category | 70 | 76 | 58 | 61 | 44 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AL CollegeCounts 529 Vanguard 500 I | 51.44M | 11.19 | 9.35 | 12.42 | ||
AL Vanguard Growth 529 Portfolio | 30.9M | 12.98 | 9.48 | 14.61 | ||
AL Northern Stock 529 Portfolio A | 29.46M | 11.02 | 8.90 | 11.90 | ||
IL Bright Directions Northern Stock | 25.99M | 11.20 | 9.36 | 12.39 | ||
IL Bright Directions T Rowe Price I | 25.39M | 14.29 | 7.03 | 15.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA Invest529 REIT Index Portfolio | 79.75M | -6.04 | -2.38 | 5.14 | ||
NEST Direct REIT Ind Invest Option | 23.26M | -4.97 | -2.45 | 4.82 | ||
AR iShares Cohen Steers REIT F | 6.56M | -3.11 | -0.25 | 5.34 | ||
NY NY Advisor Realty Inc Port Adv | 2.73M | -3.06 | -1.51 | 4.87 | ||
IL Bright Directions Vanguard Globa | 963.63K | -2.15 | -7.82 | 0.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Real Estate Index Institutional | - | 100.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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