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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1006 | 1073 | 1049 | 1107 | 1358 |
Fund Return | 2.28% | 0.61% | 7.34% | 1.6% | 2.06% | 3.11% |
Place in category | 7 | 137 | 16 | 126 | 79 | 9 |
% in Category | 6 | 87 | 11 | 81 | 52 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -1.15 | 14.10 | 14.99 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 1.43 | 12.40 | 12.81 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 1.11 | 11.40 | 12.18 | ||
IN CollegeChoice Direct Savings Plu | 1.32B | 1.11 | 11.37 | 12.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE NEST Direct 529 Age Based Aggr19 | 153.48M | 2.30 | 2.76 | 3.57 | ||
WV SMART529 Direct Age Based 18+ | 68.42M | 1.14 | 2.69 | 2.97 | ||
SC Future Scholar Advisor 529 Age18 | 11.23M | 1.86 | 2.66 | 2.91 | ||
WI Voya Age 18 Option W | 8.78M | 6.46 | 0.88 | 2.93 | ||
NV USAA College Savings Plan Age 18 | 802.36K | 1.45 | 4.69 | 2.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.49 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.01 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 11.57 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 7.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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