Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Al Collegecounts 529 Vanguard 500 Index 529 Portfolio (0P0000PUJK)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
66.760 +0.720    +1.09%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 51.44M
Type:  Fund
Market:  United States
Issuer:  Union Bank & Trust Company (Lincoln, NE)
Asset Class:  Equity
AL CollegeCounts 529 Vanguard 500 Index 529 Portfo 66.760 +0.720 +1.09%

0P0000PUJK Overview

 
Find basic information about the Al Collegecounts 529 Vanguard 500 Index 529 Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000PUJK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change25.47%
Prev. Close66.04
Risk Rating
TTM YieldN/A
ROE33.65%
IssuerUnion Bank & Trust Company (Lincoln, NE)
TurnoverN/A
ROA15.70%
Inception DateAug 02, 2010
Total Assets51.44M
ExpensesN/A
Min. InvestmentN/A
Market Cap317.48B
CategoryStatic Large Blend
What is your sentiment on AL CollegeCounts 529 Vanguard 500 Index 529 Portfo?
or
Vote to see community's results!

Al Collegecounts 529 Vanguard 500 Index 529 Portfolio Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1278 1071 1336 1375 2059 3420
Fund Return 27.8% 7.09% 33.56% 11.21% 15.54% 13.08%
Place in category 66 125 124 51 27 15
% in Category 21 47 45 17 15 13

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Northern Stock 68.15M 27.83 11.23 13.06
  IL Bright Directions T Rowe Price I 67.97M 33.11 8.69 16.19
  IL Bright Directions Delaware Smala 56.7M 19.38 5.76 9.20
  IL Bright Directions MFS Value 529 56.68M 19.34 8.66 9.35
  IL Bright Directions AC Value 529 A 55.93M 15.33 9.79 8.24

Top Funds for Static Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AK T Rowe Price 529 Total Equity Ma 3.56B 27.32 10.20 12.45
  NH UNIQUE College Investing Plan Fi 3.35B 27.96 11.32 13.22
  CA ScholarShare College Savings Pue 2.86B 27.62 10.50 12.84
  VA CollegeAmerica 529 Fundamental a 2.63B 25.32 11.38 12.08
  NV Vanguard 529 College Savings Plp 2.5B 27.93 11.29 13.17

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Institutional Index I - 100.00 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000PUJK Comments

Write your thoughts about Al Collegecounts 529 Vanguard 500 Index 529 Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email