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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1015 | 1104 | 1301 | 688 | 895 |
Fund Return | 4.72% | 1.52% | 10.36% | 9.16% | -7.22% | -1.1% |
Place in category | 6 | 20 | 4 | 4 | 109 | 78 |
% in Category | 5 | 24 | 2 | 3 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 260.77M | 1.07 | 14.24 | 12.50 | ||
NE NEST Direct 529 Growth Static In | 194.61M | 4.82 | 9.53 | 8.56 | ||
NE TD Ameritrade 529 T Rowe Price L | 170.16M | 1.07 | 19.95 | 15.05 | ||
NE NEST Direct 529 T Rowe Price Lar | 169.25M | 1.10 | 19.98 | 15.17 | ||
NE NEST Direct 529 Age Based Aggr19 | 159.16M | 3.13 | 4.45 | 3.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CO CollegeInvest Direct 529 Moderat | 691.51M | 7.22 | 9.81 | 6.24 | ||
NV Vanguard 529 College Savings Plm | 418.48M | 7.99 | 10.27 | 6.29 | ||
IA College Savings Iowa 529 Conserv | 375.29M | 6.70 | 8.47 | 5.31 | ||
NY New Yorks 529 Program Direct Mog | 374.85M | 7.98 | 10.17 | 6.44 | ||
MO MOST Missouris 529 Vanguard Cons | 347.7M | 6.53 | 8.53 | 5.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 27.11 | 306.10 | -0.53% | |
Fidelity Total International Index | - | 16.05 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 8.66 | - | - | |
Dodge & Cox Stock I | - | 8.51 | - | - | |
Fidelity U.S. Bond Index | - | 5.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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