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Sc Future Scholar 529 (direct) Conservative Portfolio (0P0000O6WY)

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20.470 +0.010    +0.05%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 206.35M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Bond
SC Future Scholar 529 Direct Conservative Portfoli 20.470 +0.010 +0.05%

0P0000O6WY Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Conservative 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 0P0000O6WY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.88%
Prev. Close20.46
Risk Rating
TTM YieldN/A
ROE33.55%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA15.62%
Inception DateMar 19, 2002
Total Assets206.35M
ExpensesN/A
Min. InvestmentN/A
Market Cap323.59B
CategoryStatic Short - Term Bond
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Sc Future Scholar 529 (direct) Conservative Portfolio Analysis


Performance

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Condition

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%

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Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1049 1010 1113 1040 1126 1324
Fund Return 4.89% 1.04% 11.31% 1.31% 2.4% 2.84%
Place in category 26 85 18 79 32 11
% in Category 13 41 8 48 23 8

Top Bond Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Coluc 29.11M 4.35 0.44 2.05
  SC Future Scholar Advisor 529 Coluz 18.36M 4.97 1.20 2.82
  SC Future Scholar Advisor 529 Colue 12.09M 4.54 0.70 2.31
  SC Future Scholar 529 Direct Bond I 10.43M 1.98 -2.18 1.44
  SC Future Scholar TIPS Bond ETF 529 4.55M 2.97 -1.69 2.05

Top Funds for Static Short-Term Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV USAA College Savings Plan In Col 815.67M 5.65 3.76 2.50
  IL Bright Directions Fund 20 C 182.47M 5.25 0.90 2.68
  VA CollegeAmerica 529 Intermediate 106.46M 2.93 -0.15 1.54
  NH UNIQUE College Investing Plan Co 94.8M 3.45 0.80 1.72
  IL Bright Directions Fund 20 F 46.13M 5.67 1.41 3.19

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Intermediate-Term Government Bond US92206C7065 15.22 58.35 +0.02%
Columbia Large Cap Index Inst - 10.94 - -
Vanguard Total Bond Market II Idx I - 10.34 - -
  Vanguard Mortgage-Backed Securities US92206C7719 8.83 45.77 +0.24%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 8.81 81.02 +0.07%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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