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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1058 | 1190 | 1154 | 1547 | 2240 |
Fund Return | 5.79% | 5.79% | 18.95% | 4.9% | 9.12% | 8.4% |
Place in category | 4 | 4 | 4 | 2 | 1 | 1 |
% in Category | 3 | 3 | 3 | 2 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 221.08M | 10.52 | 11.27 | 12.53 | ||
NE TD Ameritrade 529 T Rowe Price L | 147.81M | 12.95 | 8.22 | 14.98 | ||
NE NEST Direct 529 T Rowe Price Lar | 145.03M | 12.95 | 8.24 | 15.12 | ||
NE NEST Direct 529 Age Based Aggr19 | 145.46M | 1.37 | 0.79 | 3.35 | ||
NE NEST Advisor 529 State Street SP | 133.76M | 10.36 | 10.30 | 11.32 |
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 % | |
---|---|---|---|---|---|
Vanguard Total Intl Stock Idx InstlPls | - | 22.45 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 20.81 | - | - | |
Vanguard Equity-Income Adm | - | 13.42 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 11.95 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 7.05 | - | - |
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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