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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1037 | 1226 | 1173 | 1750 | 2433 |
Fund Return | 8.08% | 3.65% | 22.61% | 5.46% | 11.84% | 9.3% |
Place in category | 37 | 43 | 31 | 2 | 6 | 2 |
% in Category | 17 | 18 | 17 | 1 | 4 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.16M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 332.5M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.09M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.26M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MO MOST Missouris 529 Conservative0 | 228.82M | 4.45 | 1.86 | 6.09 | ||
ME NextGen College Investing Plan 0 | 17.85M | 6.98 | 3.66 | 8.12 | ||
SC Future Scholar Advisor 529 Age 6 | 8.98M | 7.19 | 3.86 | 7.93 | ||
HI HI529 Hawaiis College Savings P0 | 5.74 | 2.50 | 7.11 | |||
MO MOST Missouris 529 Moderate Opt0 | 6.41 | 3.32 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.35 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.33 | - | - | |
Columbia Mid Cap Index Inst | - | 14.03 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 7.85 | 41.46 | +0.80% | |
Vanguard Total Bond Market II Idx I | - | 5.59 | - | - |
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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