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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1041 | 1031 | 1090 | 1273 | 1432 | 1880 |
| Fund Return | 4.13% | 3.06% | 9% | 8.39% | 7.45% | 6.52% |
| Place in category | 5 | 7 | 5 | 3 | 6 | 9 |
| % in Category | 2 | 2 | 2 | 2 | 3 | 9 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| KS Schwab Moderately Aggressive Ind | 1.37B | 3.46 | 16.62 | 11.17 | ||
| KS Schwab Moderate Index | 1.07B | 2.96 | 13.83 | 9.07 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| American Century Equity Growth I | - | 13.07 | - | - | |
| Vanguard Total Bond Market Idx InstlPls | - | 11.94 | - | - | |
| Baird Core Plus Bond Inst | - | 11.69 | - | - | |
| American Century Growth I | - | 10.95 | - | - | |
| American Century Value Inv | - | 10.70 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | BUY |
| Summary | Strong Buy | Strong Buy | Buy |
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