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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1031 | 1187 | 1101 | 1564 | 2077 |
Fund Return | 6.44% | 3.11% | 18.71% | 3.27% | 9.36% | 7.59% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr4 | 22.16B | 1.04 | 1.95 | 2.03 | ||
The Vanguard Retirement Savings Tr | 22.16B | 1.00 | 1.85 | 1.93 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 4.43 | 1.77 | 6.11 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 2.44 | 0.21 | 4.51 | ||
IA College Savings Iowa 529 Income | 473M | 0.48 | -1.27 | 2.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.95 | 2.99 | 7.77 | ||
KS Schwab Moderately Aggressive Ind | 938.47M | 6.79 | 4.33 | 8.00 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 5.93 | 3.04 | 7.40 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 5.87 | 2.86 | 7.41 | ||
CA ScholarShare Passive Growth | 363.15M | 5.44 | 3.25 | 7.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 47.80 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 32.15 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.98 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.02 | - | - |
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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