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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1018 | 1055 | 1292 | 1290 | 1903 | 1866 |
| Fund Return | 1.75% | 5.51% | 29.17% | 8.85% | 13.74% | 6.43% |
| Place in category | 101 | 33 | 101 | 17 | 6 | 18 |
| % in Category | 76 | 25 | 82 | 15 | 8 | 68 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| SC Future Scholar 529 Direct Small | 49.6M | 5.97 | 7.50 | 9.07 | ||
| OH BlackRock 529 Voya Small Company | 35.48M | 20.77 | 5.50 | 7.40 | ||
| IL Bright Directions Delaware Smala | 16.44M | 4.20 | 6.83 | 8.25 | ||
| IL Bright Directions Northern Smala | 7.56M | 9.64 | 7.78 | 7.04 | ||
| IL Bright Directions Vanguard Small | 5.94M | 8.31 | 9.90 | 9.34 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Calvert Small Cap A | - | 100.00 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | - | - | - |
| Technical Indicators | - | - | - |
| Summary | Neutral | Neutral | Neutral |
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