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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1004 | 1091 | 1109 | 1260 | 1593 |
Fund Return | 2.4% | 0.42% | 9.13% | 3.49% | 4.74% | 4.77% |
Place in category | 66 | 37 | 58 | 78 | 78 | 40 |
% in Category | 54 | 34 | 49 | 70 | 68 | 60 |
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% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 686.93M | 2.54 | 4.41 | 5.77 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 2.46 | 4.40 | 5.66 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 2.45 | 4.29 | 5.60 | ||
IA College Savings Iowa 529 Conserv | 374.34M | 2.40 | 3.34 | 4.75 | ||
NV Vanguard 529 College Savings Plm | 285.64M | 2.53 | 4.46 | 5.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 42.69 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 23.39 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 18.08 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 15.81 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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