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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1009 | 1057 | 1011 | 1128 | 1290 |
Fund Return | 1.27% | 0.95% | 5.74% | 0.37% | 2.44% | 2.58% |
Place in category | 77 | 93 | 55 | 93 | 40 | 15 |
% in Category | 45 | 53 | 34 | 58 | 25 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 372.66M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 332.27M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.41M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.01M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE NEST Direct 529 Age Based Aggr19 | 150.83M | 1.31 | 0.16 | 3.16 | ||
MO MOST Missouris 529 Aggressive 19 | 143.73M | 0.50 | -1.29 | 2.89 | ||
WV SMART529 Direct Age Based 18+ | 66.67M | 1.60 | 1.61 | 2.80 | ||
WI Voya Age 18 Option W | 7.48M | 0.45 | -0.32 | 2.71 | ||
NV USAA College Savings Plan Age 18 | 802.36K | 2.68 | 2.82 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 15.97 | - | - | |
Columbia Total Return Bond Inst | - | 8.62 | - | - | |
Columbia Quality Income Inst | - | 8.40 | - | - | |
Columbia Corporate Income Inst | - | 7.49 | - | - | |
Columbia Income Opportunities Inst | - | 5.03 | - | - |
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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