Form ADV brochure · investment strategy
by SoFi Wealth · via Form ADV brochure
Estimates future college expenses and the monthly contribution needed, using assumptions for product fees and state tax benefits; user opens 529 account independently.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
No rules extracted from this strategy’s text yet.
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Tax-managed label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
10 missing
The text the rules are quoted from, with where it came from.
Recommends certain directly-held 529 plan investment options
Estimates future college expenses and the monthly contribution needed, using assumptions for product fees and state tax benefits; user opens 529 account independently.
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | None; no ongoing monitoring after the session |
Composer Technologies · Composer
