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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1000 | 1079 | 967 | 1028 | - |
Fund Return | 3.79% | 0% | 7.87% | -1.1% | 0.56% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 125.42M | 1.42 | -2.40 | 1.22 | ||
MI Savings 100 Fixed Inc Option | 76.89M | 2.14 | -1.45 | 1.73 | ||
WI Edvest 529 Plan Bond Index Portf | 35.82M | 1.39 | -2.43 | 1.17 | ||
WI Tomorrows Scholar 529 Plan Voyia | 2.83M | 3.02 | -1.32 | 0.88 | ||
WI Tomorrows Scholar 529 Plan Voycw | 580.15K | 6.31 | 0.23 | 2.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Bon | 562.83M | 0.67 | -1.55 | 1.07 | ||
NV Vanguard 529 College Savings Plb | 355.48M | 0.65 | -1.57 | 1.02 | ||
MO MOST Missouris 529 Vanguard Inco | 319.7M | 0.95 | 0.64 | 3.00 | ||
AL CollegeCounts 529 Direct Fidelit | 182.36M | 0.57 | -1.44 | 1.51 | ||
CA ScholarShare College Savings Plb | 125.42M | 1.42 | -2.40 | 1.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Income I | - | 40.02 | - | - | |
DoubleLine Core Fixed Income I | - | 39.98 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 20.00 | - | - |
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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