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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1150 | 1036 | 1209 | 1159 | 1480 | 2054 |
Fund Return | 14.98% | 3.56% | 20.94% | 5.05% | 8.15% | 7.46% |
Place in category | 34 | 20 | 27 | 33 | 32 | 19 |
% in Category | 13 | 9 | 11 | 16 | 20 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 384.16M | 20.36 | 8.16 | 10.02 | ||
SC Future Scholar Advisor 529 Modea | 332.75M | 14.70 | 4.59 | 7.05 | ||
SC Future Scholar Advisor 529 Colua | 261.21M | 12.86 | 3.73 | 5.97 | ||
SC Future Scholar 529 Direct Large | 247.35M | 27.81 | 11.24 | 13.13 | ||
SC Future Scholar 529 Direct Growth | 220M | 18.96 | 7.28 | 9.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 16.91 | 5.91 | 8.47 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 16.56 | 6.55 | 8.19 | ||
KS Schwab Moderate Index | 810.8M | 13.84 | 4.61 | 7.06 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 15.76 | 5.73 | 7.37 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 12.84 | 3.78 | 6.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 36.41 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 10.49 | - | - | |
Columbia Mid Cap Index Inst | - | 10.20 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.43 | 57.81 | -0.28% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.70 | 45.17 | -0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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