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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1019 | 1071 | 1032 | 1267 | 1630 |
Fund Return | 1.91% | 1.91% | 7.13% | 1.07% | 4.85% | 5.01% |
Place in category | 106 | 106 | 107 | 61 | 33 | 23 |
% in Category | 75 | 75 | 81 | 61 | 66 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AR iShares 529 Plan iShares 2027 Co | 63.8M | 2.44 | 1.77 | 5.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Stable Value | - | 29.50 | - | - | |
Vanguard Total Bond Market Index Inv | - | 27.05 | - | - | |
Schwab S&P 500 Index Inv | - | 13.02 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.85 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 6.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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