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Sc Future Scholar 529 (direct) Small Cap Index Portfolio (0P0000O6SU)

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47.270 -0.490    -1.03%
13/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 42.08M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Small Cap Index Portf 47.270 -0.490 -1.03%

0P0000O6SU Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Small Cap 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 0P0000O6SU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.59%
Prev. Close47.76
Risk Rating
TTM YieldN/A
ROE11.86%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA4.70%
Inception DateJul 05, 2005
Total Assets42.08M
ExpensesN/A
Min. InvestmentN/A
Market Cap2.45B
CategoryStatic Small - Cap Equity
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Sc Future Scholar 529 (direct) Small Cap Index Portfolio Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1015 1023 1200 1012 1603 2314
Fund Return 1.53% 2.32% 20.03% 0.39% 9.89% 8.75%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 371.33M 8.08 5.46 9.30
  SC Future Scholar Advisor 529 Modea 331.08M 4.98 2.00 6.49
  SC Future Scholar Advisor 529 Colua 249.53M 4.12 1.45 5.46
  SC Future Scholar 529 Direct Growth 218.33M 7.27 4.82 8.66
  SC Future Scholar 529 Direct Modera 210.74M 5.08 2.87 6.90

Top Funds for Static Small-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Advisor Guided Prs 61.74M -10.22 8.80 11.10
  OH BlackRock 529 Voya Small Company 31.39M -2.62 0.52 5.81
  NV SSgA Upromise 529 Plan SPDR SP 6 20.91M -2.15 13.10 8.36
  IL Bright Directions Delaware Smala 14.19M 1.25 0.12 8.07
  TX Lonestar 529 Plan Small Cap A 6.78M -6.25 11.68 10.98

Top Holdings

Name ISIN Weight % Last Change %
Columbia Small Cap Index Inst - 100.00 - -

Technical Summary

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