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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1011 | 1099 | 1058 | 1368 | 1837 |
Fund Return | 1.24% | 1.14% | 9.89% | 1.89% | 6.47% | 6.27% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 919.12M | 2.41 | 3.26 | 7.72 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.37B | 2.51 | 3.44 | 7.70 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 2.71 | 3.67 | 7.56 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 2.45 | 2.89 | 6.75 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 | ||
VA Invest529 Moderate Growth | 462.63M | 4.30 | 3.16 | 6.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 35.42 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.79 | - | - | |
Schwab International Index | - | 14.93 | - | - | |
Schwab Small Cap Index | - | 10.12 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.86 | - | - |
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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