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

Il Bright Directions Mfs Value 529 Portfolio F (0P0000WCGE)

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
 
37.930 +0.360    +0.96%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 56.68M
Type:  Fund
Market:  United States
Issuer:  Union Bank & Trust Company (Lincoln, NE)
Asset Class:  Equity
IL Bright Directions MFS Value 529 Portfolio F 37.930 +0.360 +0.96%

0P0000WCGE Overview

 
Find basic information about the Il Bright Directions Mfs Value 529 Portfolio F 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 0P0000WCGE 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 Change11.72%
Prev. Close37.57
Risk Rating
TTM YieldN/A
ROE24.44%
IssuerUnion Bank & Trust Company (Lincoln, NE)
TurnoverN/A
ROA6.69%
Inception DateMay 31, 2012
Total Assets56.68M
ExpensesN/A
Min. InvestmentN/A
Market Cap120.02B
CategoryStatic Large Value
What is your sentiment on IL Bright Directions MFS Value 529 Portfolio F?
or
Vote to see community's results!

Il Bright Directions Mfs Value 529 Portfolio F 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 1193 1032 1250 1283 1616 2445
Fund Return 19.34% 3.21% 25.01% 8.66% 10.07% 9.35%
Place in category 87 154 92 108 64 39
% in Category 57 91 61 77 64 49

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 AC Value 529 A 55.93M 15.33 9.79 8.24
  AL CollegeCounts 529 Vanguard 500 I 51.44M 27.80 11.21 13.08

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Val 2.36B 23.71 12.20 10.65
  NV Vanguard 529 College Savings Pla 439.05M 23.69 12.18 10.58
  VA CollegeAmerica 529 Washington Mu 217.88M 22.26 11.96 11.78
  NY New Yorks Advisor Eq Inc Port A 180.34M 21.55 9.77 9.72
  NE NEST Direct 529 Vanguard Equity 73.41M 20.72 11.43 10.31

Top Holdings

Name ISIN Weight % Last Change %
MFS Value I - 100.00 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell 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.

0P0000WCGE Comments

Write your thoughts about Il Bright Directions Mfs Value 529 Portfolio F
 
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