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In Indiana 529 Direct Savings Plan U.s. Equity Index Portfolio (0P0000O7ZY)

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58.150 -0.440 -0.75%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.24B

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7ZY Overview

Find basic information about the In Indiana 529 Direct Savings Plan U.s. Equity Index 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 0P0000O7ZY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change37.7%

Prev. Close58.59

Risk Rating

TTM YieldN/A

ROE30.54%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA13.73%

Inception DateSep 19, 2008

Total Assets1.24B

ExpensesN/A

Min. InvestmentN/A

Market Cap198.65B

CategoryStatic Large Blend

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In Indiana 529 Direct Savings Plan U.s. Equity Index Portfolio Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1196	1035	1377	1237	1959	3171
Fund Return	19.58%	3.45%	37.7%	7.35%	14.4%	12.23%
Place in category	138	120	101	139	66	39
% in Category	38	37	33	44	33	30

Top Equity Funds by Upromise Investments, Inc.

Name	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 Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
AK T Rowe Price 529 Total Equity Ma	3.56B	18.99	7.17	11.95
NH UNIQUE College Investing Plan Fi	3.11B	20.88	8.98	12.88
CA ScholarShare College Savings Pue	2.67B	19.66	7.60	12.38
VA CollegeAmerica 529 Fundamental a	2.63B	20.49	9.05	11.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	100.00	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	58.150	-0.440	-0.75%