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Pa Pennsylvania 529 Investment Plan Social Index Portfolio (0P0000O6LI)

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55.000 +0.200    +0.36%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 57.55M
Type:  Fund
Market:  United States
Issuer:  Pennsylvania Treasury Department
Asset Class:  Equity
PA Pennsylvania 529 Investment Plan Social Index P 55.000 +0.200 +0.36%

0P0000O6LI Overview

 
Find basic information about the Pa Pennsylvania 529 Investment Plan Social 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 0P0000O6LI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change32.53%
Prev. Close54.8
Risk Rating
TTM YieldN/A
ROE35.55%
IssuerPennsylvania Treasury Department
TurnoverN/A
ROA17.02%
Inception DateNov 17, 2006
Total Assets57.55M
ExpensesN/A
Min. InvestmentN/A
Market Cap362.14B
CategoryStatic Large Blend
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Pa Pennsylvania 529 Investment Plan Social Index Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1204 1037 1393 1236 2011 3424
Fund Return 20.41% 3.72% 39.26% 7.32% 15% 13.1%
Place in category 80 26 33 142 30 2
% in Category 22 5 6 46 17 1

Top Equity Funds by Pennsylvania Treasury Department

  Name Rating Total Assets YTD% 3Y% 10Y%
  PA Pennsylvania 529 Investment Plmg 357.38M 8.46 1.77 5.84
  PA Pennsylvania 529 Investment Plag 315.83M 11.66 3.43 7.59
  PA Pennsylvania 529 Investment Plai 45.86M 4.61 -0.46 3.05

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 %
Vanguard FTSE Social Index I - 100.01 - -

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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