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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1035 | 1027 | 1076 | 1236 | 1367 | 1776 |
| Fund Return | 3.47% | 2.73% | 7.59% | 7.31% | 6.44% | 5.91% |
| Place in category | 12 | 26 | 15 | 25 | 30 | 22 |
| % in Category | 4 | 6 | 4 | 10 | 13 | 18 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| KS Schwab Moderately Aggressive Ind | 1.31B | 16.69 | 17.16 | 9.94 | ||
| KS Schwab Moderate Index | 1.02B | 14.65 | 14.37 | 8.16 | ||
| KS Advisor Disciplined Growth A | 5.79 | 20.76 | 13.73 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Idx InstlPls | - | 13.76 | - | - | |
| Baird Core Plus Bond Inst | - | 13.51 | - | - | |
| American Century Income and Growth Inv | - | 11.29 | - | - | |
| American Century Growth I | - | 9.43 | - | - | |
| American Century Value Inv | - | 9.16 | - | - |
| 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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