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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1013 | 1109 | 1039 | 1372 | 1885 |
Fund Return | 1.3% | 1.25% | 10.91% | 1.29% | 6.54% | 6.55% |
Place in category | 144 | 158 | 69 | 89 | 48 | 27 |
% in Category | 62 | 72 | 31 | 51 | 31 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 366.67M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 327.33M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 246.24M | 0.73 | 0.59 | 5.26 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 1.36 | 1.95 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 2.51 | 3.44 | 7.70 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 2.71 | 3.67 | 7.56 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 2.45 | 2.89 | 6.75 | ||
KS Schwab Moderate Index | 730.74M | 1.24 | 1.89 | 6.27 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.73 | - | - | |
Columbia Large Cap Index Inst | - | 11.73 | - | - | |
Columbia Mid Cap Index Inst | - | 9.96 | - | - | |
Columbia US Treasury Index Inst | - | 9.53 | - | - | |
Columbia Overseas Core Institutional | - | 8.03 | - | - |
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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