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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio (0P0000Q2SW)

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18.650 -0.640    -3.32%
30/04 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 86M
Type:  Fund
Market:  United States
Issuer:  Merrill Lynch Pierce Fenner & Smith
Asset Class:  Equity
ME NextGen College Investing Plan iShares Age-Base 18.650 -0.640 -3.32%

0P0000Q2SW Overview

 
Find basic information about the Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment 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 0P0000Q2SW MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.6%
Prev. Close19.29
Risk Rating
TTM YieldN/A
ROE23.86%
IssuerMerrill Lynch Pierce Fenner & Smith
TurnoverN/A
ROA9.61%
Inception DateSep 20, 2010
Total Assets86M
ExpensesN/A
Min. InvestmentN/A
Market Cap82.2B
CategoryAge 15 - 16
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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 990 994 1046 988 1197 1478
Fund Return -0.96% -0.64% 4.6% -0.39% 3.66% 3.98%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan d 390.85M 5.95 7.85 12.21
  ME NextGen College Investing Plan 8 218.15M 0.99 0.58 5.88
  ME NextGen College Investing Plan a 175.9M 6.22 6.43 13.84
  ME NextGen iShares Ages 8 10 A 150.92M 0.85 0.23 5.49
  ME NextGen College Based 11 13 Y D 100.58M -0.05 -0.31 4.92

Top Funds for Age 15-16 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Scholar Conservative Track 12 15 206.35M -0.31 0.19 2.53
  WI Tomorrows Scholar 529 Plan Voyaa 73.77M 0.64 1.00 4.63
  WI Tomorrows Scholar 529 Plan Voy5w 2.86M 0.62 1.26 4.89
  ID Ideal Idaho College Savings Pr11 -1.06 -1.57 2.89

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core US Aggregate Bond US4642872265 43.26 97.05 -0.15%
  iShares Core S&P Total U.S. Stock Market US4642871507 24.65 116.23 -0.27%
iShares Core MSCI Total Intl Stk ETF - 15.50 - -
iShares 20+ Year Treasury Bond ETF - 8.39 - -
  iShares TIPS Bond US4642871762 6.54 106.71 -0.11%

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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