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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1024 | 1136 | 1101 | 1481 | 2104 |
Fund Return | 2.41% | 2.36% | 13.63% | 3.26% | 8.17% | 7.72% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 733.53M | 1.24 | 1.89 | 6.27 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
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 | ||
CA ScholarShare Passive Growth | 350.25M | 1.66 | 2.35 | 7.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.86 | - | - | |
Schwab International Index | - | 20.00 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 15.12 | - | - | |
Schwab Small Cap Index | - | 14.90 | - | - |
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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