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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1171 | 1134 | 1503 | 2082 |
Fund Return | 5.58% | 5.58% | 17.12% | 4.27% | 8.49% | 7.61% |
Place in category | 122 | 122 | 90 | 77 | 46 | 31 |
% in Category | 74 | 74 | 60 | 63 | 45 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.62 | 4.41 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 10.52 | 11.34 | 12.78 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 3.54 | 2.30 | 5.92 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.50 | -0.01 | 3.73 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 9.99 | 9.54 | 12.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.62 | 4.41 | 7.97 | ||
KS Schwab Moderately Aggressive Ind | 899.67M | 6.57 | 5.82 | 8.17 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 5.60 | 4.46 | 7.60 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 6.01 | 4.74 | 7.79 | ||
CA ScholarShare Passive Growth | 360.69M | 5.29 | 4.75 | 7.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 45.90 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 29.92 | - | - | |
Vanguard Total Bond Market II Idx I | - | 16.88 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 7.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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