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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1008 | 1088 | 1055 | 1330 | 1727 |
Fund Return | 0.84% | 0.84% | 8.78% | 1.79% | 5.87% | 5.62% |
Place in category | 38 | 34 | 13 | 12 | 5 | 4 |
% in Category | 26 | 25 | 12 | 11 | 6 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.29B | 5.17 | 6.32 | 11.75 | ||
MI Education Savings Program US Equ | 714.09M | 5.15 | 6.29 | 11.71 | ||
WI Edvest 529 Plan Large Cap Stock | 706.14M | 5.99 | 7.94 | 12.27 | ||
WI Edvest 529 Plan Based Aggressive | 578.55M | 2.23 | 2.86 | 7.74 | ||
OR Oregon College Savings Plan US E | 487.79M | 4.66 | 6.00 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 0.60 | 0.49 | 5.31 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 0.57 | 0.37 | 5.29 | ||
NV Vanguard 529 College Savings Plm | 285.64M | 0.62 | 0.53 | 5.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 1 I | - | 31.66 | - | - | |
Metropolitan West Total Return Bd Plan | - | 27.33 | - | - | |
DFA Large Cap International I | - | 12.31 | - | - | |
TIAA-CREF Inflation Link Bd Instl | - | 9.88 | - | - | |
TIAA-CREF High-Yield Inst | - | 7.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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