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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1041 | 1132 | 1078 | 1351 | 1727 |
Fund Return | 4.06% | 4.06% | 13.24% | 2.55% | 6.21% | 5.61% |
Place in category | 20 | 20 | 10 | 28 | 13 | 13 |
% in Category | 14 | 14 | 9 | 24 | 16 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 348.82M | 7.84 | 7.29 | 9.53 | ||
SC Future Scholar Advisor 529 Modea | 314.98M | 4.87 | 3.24 | 6.66 | ||
SC Future Scholar 529 Direct Growth | 205.96M | 7.10 | 6.50 | 8.89 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 4.24 | 7.12 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 4.24 | 7.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Mog | 2.21B | 3.54 | 2.30 | 5.92 | ||
OH CollegeAdvantage 529 Vanguard Mg | 548.55M | 3.53 | 2.25 | 5.67 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 2.68 | 1.21 | 4.75 | ||
CO CollegeInvest Direct 529 Moderat | 470.74M | 3.51 | 2.13 | 5.65 | ||
NV Vanguard 529 College Savings Plm | 285.64M | 3.52 | 2.29 | 5.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.10 | - | - | |
Columbia US Treasury Index Inst | - | 12.42 | - | - | |
Columbia Large Cap Index Inst | - | 10.10 | - | - | |
Columbia Quality Income Inst | - | 8.44 | - | - | |
Columbia Mid Cap Index Inst | - | 8.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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