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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1012 | 1062 | 1010 | 1030 | 1203 |
Fund Return | 2.67% | 1.23% | 6.16% | 0.33% | 0.59% | 1.86% |
Place in category | 164 | 102 | 177 | 163 | 98 | 57 |
% in Category | 39 | 18 | 35 | 46 | 39 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 128.54M | 2.71 | -0.48 | 1.37 | ||
WI Edvest 529 Plan Bond Index Portf | 38.54M | 2.67 | -0.52 | 1.32 | ||
OR Oregon College Savings Plan Divf | 11.02M | 3.79 | -1.10 | - | ||
WI Tomorrows Scholar 529 Plan Voyia | 2.91M | 3.02 | -1.32 | 0.88 | ||
WI Tomorrows Scholar 529 Plan Voycw | 572.6K | 6.31 | 0.23 | 2.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Bon | 562.83M | 2.73 | -0.52 | 1.39 | ||
NV Vanguard 529 College Savings Plb | 355.48M | 2.70 | -0.54 | 1.34 | ||
MO MOST Missouris 529 Vanguard Inco | 319.7M | 2.28 | 1.60 | 3.11 | ||
AL CollegeCounts 529 Direct Fidelit | 182.36M | 2.85 | -0.29 | 1.80 | ||
CA ScholarShare College Savings Plb | 128.54M | 2.71 | -0.48 | 1.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Idx InstlPls | - | 70.00 | - | - | |
Vanguard High-Yield Corporate Adm | - | 10.00 | - | - | |
Schwab US TIPS | US8085248701 | 10.00 | 26.76 | +0.48% | |
iShares 0-5 Year TIPS Bond | US46429B7477 | 10.00 | 103.32 | +0.20% |
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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