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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1025 | 1058 | 1200 | 1327 | - |
Fund Return | 2.48% | 2.48% | 5.75% | 6.28% | 5.82% | - |
Place in category | 58 | 56 | 73 | 60 | 70 | - |
% in Category | 15 | 14 | 22 | 24 | 30 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.03B | 17.53 | 6.63 | 8.69 | ||
KS Schwab Moderate Index | 805.42M | 13.84 | 4.61 | 7.06 | ||
KS Advisor Disciplined Growth A | 27.95 | 7.93 | 12.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Idx InstlPls | - | 44.84 | - | - | |
Schwab® S&P 500 Index | - | 24.73 | - | - | |
Schwab International Index | - | 9.65 | - | - | |
Schwab® Treasury Infl Protected Secs Idx | - | 6.03 | - | - | |
Schwab Small Cap Index | - | 4.63 | - | - |
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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