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Ny New York's 529 Program Direct Value Stock Index Portfolio (0P0000O6PE)

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63.390 +0.120    +0.19%
26/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.36B
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
NY New York’s 529 Program Direct Value Stock Index 63.390 +0.120 +0.19%

0P0000O6PE Overview

 
Find basic information about the Ny New York's 529 Program Direct Value Stock 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 0P0000O6PE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.19%
Prev. Close63.27
Risk Rating
TTM YieldN/A
ROE22.15%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA6.28%
Inception DateNov 20, 2003
Total Assets2.36B
ExpensesN/A
Min. InvestmentN/A
Market Cap134.1B
CategoryStatic Large Value
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Ny New York's 529 Program Direct Value Stock Index Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1237 1057 1299 1413 1754 2752
Fund Return 23.71% 5.67% 29.9% 12.2% 11.89% 10.65%
Place in category 20 41 25 14 19 13
% in Category 15 32 18 13 20 16

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Gro 4.85B 31.97 9.58 15.49
  NV Vanguard 529 College Savings Plp 2.5B 27.93 11.29 13.17
  NV Vanguard 529 College Savings Psm 1.81B 27.52 10.25 12.72
  IN CollegeChoice Direct Savings Plu 1.32B 27.47 10.22 12.68
  NY New Yorks 529 Program Direct Grp 1.15B 15.28 5.20 8.02

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  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
  IL Bright Directions MFS Value 529 56.68M 19.34 8.66 9.35

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Value Index I - 100.04 - -

Technical Summary

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