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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1066 | 1195 | 1185 | 1586 | 2194 |
Fund Return | 6.57% | 6.57% | 19.51% | 5.82% | 9.67% | 8.17% |
Place in category | 54 | 54 | 39 | 14 | 17 | 16 |
% in Category | 23 | 23 | 18 | 8 | 13 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 700.64M | 4.83 | 4.06 | 6.68 | ||
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 | 5.62 | 4.41 | 7.97 | ||
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 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 5.58 | 4.27 | 7.61 | ||
CA ScholarShare Passive Growth | 360.69M | 5.29 | 4.75 | 7.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.94 | - | - | |
Schwab International Index | - | 19.85 | - | - | |
Schwab Small Cap Index | - | 15.27 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.91 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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