Breaking News
Get 60% Off 0
⏳ Final hours! Save up to 60% OFF InvestingPro
CLAIM SALE
Close

Ne Td Ameritrade 529 Growth Static Investment Option (0P0000S1HK)

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
 
NE TD Ameritrade 529 Growth Static Investment Opti historical data, for real-time data please try another search
20.910 +4.760    +29.47%
30/09 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 77.06M
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
NE TD Ameritrade 529 Growth Static Investment Opti 20.910 +4.760 +29.47%

0P0000S1HK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Growth Static Investment Opti (0P0000S1HK) fund. Our NE TD Ameritrade 529 Growth Static Investment Opti portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 0.330 2.620 2.290
Stocks 37.630 37.630 0.000
Bonds 6.990 7.000 0.010
Convertible 0.020 0.020 0.000
Other 55.040 55.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.343 17.147
Price to Book 2.841 2.522
Price to Sales 1.914 1.862
Price to Cash Flow 9.315 11.035
Dividend Yield 1.896 2.221
5 Years Earnings Growth 9.583 11.136

Sector Allocation

Name  Net % Category Average
Technology 18.430 21.101
Financial Services 16.470 15.373
Healthcare 14.270 11.856
Industrials 10.780 11.054
Consumer Cyclical 9.840 9.702
Communication Services 9.180 7.175
Consumer Defensive 6.910 6.291
Energy 4.110 4.378
Real Estate 4.010 5.669
Utilities 3.510 3.353
Basic Materials 2.490 4.054

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name ISIN Weight % Last Change %
State Street S&P 500 Index - 32.14 - -
Td - State Street Msci Acwi - 20.20 - -
T. Rowe Price Large Cap Growth Fund - 10.08 - -
Td - Vanguard Russell 1000 - 9.95 - -
Td - Vanguard Total Bond - 7.85 - -
Td - Vanguard Reit Index Mtu - 4.95 - -
Metropolitan West Total Return Bd I - 4.91 - -
iShares Russell 2000 ETF - 3.03 - -
Tributary Small Company Instl - 2.96 - -
Td - Vanguard Extended Market - 2.00 - -

Top Equity Funds by First National Bank Of Omaha

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 250.71M 20.83 11.37 12.60
  NE NEST Direct 529 Growth Static In 195.93M 12.17 5.04 8.50
  NE TD Ameritrade 529 T Rowe Price L 165.54M 24.51 7.69 15.29
  NE NEST Direct 529 T Rowe Price Lar 163.39M 24.53 7.70 15.41
  NE NEST Direct 529 Age Based Aggr19 156.25M 5.42 1.31 3.48
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.

0P0000S1HK Comments

Write your thoughts about Ne Td Ameritrade 529 Growth Static Investment Option
 
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