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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1009 | 1085 | 1040 | 1313 | 1764 |
Fund Return | 0.91% | 0.88% | 8.52% | 1.3% | 5.6% | 5.84% |
Place in category | 109 | 112 | 113 | 67 | 62 | 20 |
% in Category | 65 | 67 | 66 | 49 | 46 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 363.01M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 324.67M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 244.92M | 0.73 | 0.59 | 5.26 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 1.36 | 1.95 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan 8 | 218.15M | 0.99 | 0.58 | 5.88 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 0.85 | 0.23 | 5.49 | ||
WV SMART529 Direct Age Based 9 13 | 27.4M | 1.77 | 2.06 | 6.53 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 1.80 | 2.03 | 5.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.68 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.56 | 57.83 | +0.36% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.56 | 44.97 | +0.38% | |
Vanguard Total Bond Market II Idx I | - | 8.54 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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