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Ne Bloomwell 529 State Street S&p 500® Index Individual Investment Option (0P0000WDXO)

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51.450 -0.470    -0.91%
31/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 253.48M
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
NE TD Ameritrade 529 State Street S&P 500 Index In 51.450 -0.470 -0.91%

0P0000WDXO Overview

 
Find basic information about the Ne Bloomwell 529 State Street S&p 500® Index Individual Investment Option 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 0P0000WDXO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change37.82%
Prev. Close51.92
Risk Rating
TTM YieldN/A
ROE27.50%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA8.79%
Inception DateJun 22, 2012
Total Assets253.48M
ExpensesN/A
Min. InvestmentN/A
Market Cap165.57B
CategoryStatic Large Blend
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Ne Bloomwell 529 State Street S&p 500® Index Individual Investment Option Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1219 1059 1361 1394 2074 3387
Fund Return 21.94% 5.85% 36.09% 11.7% 15.71% 12.97%
Place in category 53 206 69 34 30 18
% in Category 14 70 19 14 17 16

Top Equity Funds by First National Bank Of Omaha

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE NEST Direct 529 Growth Static In 201.1M 14.65 5.81 8.98
  NE TD Ameritrade 529 T Rowe Price L 166.79M 24.53 7.70 15.70
  NE NEST Direct 529 T Rowe Price Lar 164.73M 24.55 7.71 15.83
  NE NEST Direct 529 Age Based Aggr19 155.72M 7.10 1.85 3.77
  NE NEST Direct 529 Vanguard Equity 71.03M 15.92 10.65 10.35

Top Funds for Static Large Blend Category

  Name Rating 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 %
State Str Bk & Tr - 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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