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Ar Bright Future Direct Plan Conservative Growth (0P0000O5KB)

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21.130 +0.040    +0.19%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 58.14M
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
AR GIFT College Investing Plan Conservative Growth 21.130 +0.040 +0.19%

0P0000O5KB Overview

 
Find basic information about the Ar Bright Future Direct Plan Conservative Growth 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 0P0000O5KB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.74%
Prev. Close21.09
Risk Rating
TTM YieldN/A
ROE24.74%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA10.90%
Inception DateFeb 25, 2005
Total Assets58.14M
ExpensesN/A
Min. InvestmentN/A
Market Cap96.16B
CategoryStatic Allocation - - 15% to 30% Equity
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Ar Bright Future Direct Plan Conservative Growth Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1050 1009 1149 989 1114 1366
Fund Return 5% 0.91% 14.93% -0.38% 2.18% 3.17%
Place in category 50 44 21 51 33 20
% in Category 63 59 28 82 67 64

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 11.73 3.46 7.89
  NV Vanguard 529 College Savings Plp 2.5B 20.84 8.94 12.83
  NY New Yorks 529 Program Direct Mog 2.21B 8.59 1.87 5.86
  NY New Yorks 529 Program Direct Cog 2.08B 5.41 0.01 3.69
  NV Vanguard 529 College Savings Psm 1.81B 19.59 7.38 12.27

Top Funds for Static Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Cog 2.08B 5.41 0.01 3.69
  ID Ideal Idaho College Savings Prop 725.08M 5.15 -0.23 3.25
  IA College Savings Iowa 529 Income 473M 4.68 -0.39 3.16
  OH CollegeAdvantage 529 Vanguard Cg 374.27M 5.26 0.00 3.61
  CO CollegeInvest Direct 529 Conserp 351.58M 5.24 -0.14 3.51

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 52.65 - -
Vanguard Total Intl Bd Idx Institutional - 22.58 - -
Vanguard Total Stock Mkt Idx Instl Pls - 14.85 - -
Vanguard Total Intl Stock Idx InstlPls - 9.93 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY BUY Strong Buy
Summary Buy Buy Strong Buy
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