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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1024 | 1145 | 1044 | 1380 | 1807 |
Fund Return | 4.69% | 2.39% | 14.48% | 1.45% | 6.66% | 6.1% |
Place in category | 82 | 75 | 88 | 105 | 76 | 15 |
% in Category | 49 | 40 | 51 | 67 | 54 | 25 |
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 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 | ||
ME NextGen College Based 14 16 Y D | 86M | 2.02 | 0.35 | 4.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 4.55 | 1.11 | 5.71 | ||
WV SMART529 Direct Age Based 9 13 | 28.46M | 5.12 | 2.83 | 6.68 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 4.82 | 2.67 | 5.29 | ||
LA Louisiana START Saving For Col6 | 2.51 | 0.30 | 4.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 41.99 | 118.79 | -0.05% | |
iShares Core US Aggregate Bond | US4642872265 | 24.56 | 97.41 | -0.43% | |
iShares Core MSCI Total Intl Stk ETF | - | 22.17 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 4.91 | - | - | |
iShares TIPS Bond | US4642871762 | 3.69 | 106.91 | -0.30% |
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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