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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1017 | 1105 | 1063 | 1382 | 1882 |
Fund Return | 1.77% | 1.69% | 10.54% | 2.06% | 6.69% | 6.53% |
Place in category | 38 | 47 | 56 | 30 | 21 | 5 |
% in Category | 25 | 29 | 35 | 25 | 21 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 64.77M | 0.62 | 1.41 | 2.76 | ||
WV SMART529 Direct Age Based 0 8 | 23.68M | 2.84 | 3.08 | 7.97 | ||
WV The Hartford SMART529 Balanced C | 1.87M | 1.53 | 1.12 | 6.29 | ||
WV The Hartford SMART529 Balanced B | 38.37K | 1.60 | 1.32 | 6.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan 8 | 218.15M | 0.99 | 0.58 | 5.88 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 0.85 | 0.23 | 5.49 | ||
NV USAA College Savings Plan Age B9 | 4.22M | 1.80 | 2.03 | 5.12 | ||
SC Future Scholar 529 Direct Age m9 | 0.91 | 1.30 | 5.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.53 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.39 | - | - | |
Vanguard Total Intl Stock Index I | - | 19.71 | - | - | |
Vanguard Inflation-Protected Secs I | - | 9.43 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 7.94 | - | - |
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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