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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1033 | 1201 | 1114 | 1597 | 2183 |
Fund Return | 6.98% | 3.3% | 20.11% | 3.66% | 9.81% | 8.12% |
Place in category | 99 | 116 | 106 | 87 | 88 | 24 |
% in Category | 45 | 44 | 47 | 47 | 50 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan d | 390.85M | 11.18 | 9.35 | 12.49 | ||
ME NextGen College Investing Plan 8 | 218.15M | 4.69 | 1.45 | 6.10 | ||
ME NextGen College Investing Plan a | 175.9M | 12.74 | 8.83 | 14.15 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 4.55 | 1.11 | 5.71 | ||
ME NextGen College Based 11 13 Y D | 100.58M | 3.27 | 0.48 | 5.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 4.45 | 1.86 | 6.09 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 7.19 | 3.86 | 7.93 | ||
SC Future Scholar 529 Direct Age B0 | 5.42M | 8.08 | 5.46 | 9.30 | ||
HI HI529 Hawaiis College Savings P0 | 5.74 | 2.50 | 7.11 | |||
MO MOST Missouris 529 Moderate Opt0 | 6.41 | 3.32 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 55.68 | 119.94 | +0.64% | |
iShares Core MSCI Total Intl Stk ETF | - | 29.08 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 8.35 | 97.56 | +0.01% | |
iShares Core U.S. REIT | US4642885218 | 3.96 | 53.28 | +0.55% | |
iShares 20+ Year Treasury Bond ETF | - | 1.68 | - | - |
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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