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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 1123 | 1155 | 1302 | 1765 | - |
Fund Return | -0.28% | 12.28% | 15.48% | 9.2% | 12.04% | - |
Place in category | 59 | 119 | 33 | 7 | 20 | - |
% in Category | 37 | 86 | 26 | 6 | 20 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UT Savings Equity 100 Domestic | 1.14B | 4.69 | 6.12 | 11.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
KS Schwab Moderately Aggressive Ind | 919.81M | 2.41 | 3.26 | 7.72 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 2.24 | 2.24 | 7.21 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 2.55 | 2.42 | 7.38 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 2.19 | 2.04 | 7.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 62.44 | - | - | |
Vanguard Short-Term Investment-Grade I | - | 9.12 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 9.03 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 9.01 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 7.71 | - | - |
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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