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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1033 | 1228 | 1192 | 1583 | 2272 |
Fund Return | 16.95% | 3.35% | 22.83% | 6.03% | 9.62% | 8.55% |
Place in category | 44 | 49 | 50 | 27 | 32 | 22 |
% in Category | 68 | 77 | 82 | 61 | 76 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.86B | 27.62 | 10.50 | 12.84 | ||
MI Education Savings Program US Equ | 872.26M | 27.56 | 10.46 | 12.79 | ||
WI Edvest 529 Plan Large Cap Stock | 845.32M | 27.93 | 11.32 | 13.21 | ||
OR Oregon College Savings Plan US E | 545.39M | 26.85 | 10.12 | - | ||
CA ScholarShare Passive Growth | 396.62M | 15.23 | 5.28 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 384.16M | 20.36 | 8.16 | 10.02 | ||
AK John Hancock Freedom 529 Futurea | 226.4M | 28.72 | 8.67 | 13.17 | ||
VA CollegeAmerica 529 American Fuf1 | 103.76M | 23.05 | 6.02 | 10.83 | ||
SC Future Scholar Advisor 529 Aggre | 14.91M | 20.17 | 8.20 | 9.65 | ||
AK John Hancock Freedom 529 Future2 | 14.23M | 27.81 | 7.85 | 12.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 50.93 | - | - | |
Nuveen International Eq Idx R6 | - | 19.23 | - | - | |
Nuveen Bond Index R6 | - | 12.71 | - | - | |
Vanguard Real Estate Index Institutional | - | 5.73 | - | - | |
Nuveen Emerging Markets Eq Idx R6 | - | 4.88 | - | - |
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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