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Sc Future Scholar Advisor 529 Aggressive Growth Portfolio I (0P0000O6FP)

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69.080 +0.320    +0.47%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 14.91M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar Advisor 529 Aggressive Growth Po 69.080 +0.320 +0.47%

0P0000O6FP Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Aggressive Growth Portfolio I 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 0P0000O6FP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.32%
Prev. Close68.76
Risk Rating
TTM YieldN/A
ROE24.73%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA10.98%
Inception DateJan 07, 2003
Total Assets14.91M
ExpensesN/A
Min. InvestmentN/A
Market Cap67.76B
CategoryStatic Allocation - - 85%+ Equity
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Sc Future Scholar Advisor 529 Aggressive Growth Portfolio I Analysis


Performance

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Condition

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1202 1049 1273 1267 1733 2513
Fund Return 20.17% 4.94% 27.26% 8.2% 11.63% 9.65%
Place in category 18 16 17 7 11 10
% in Category 20 17 19 9 17 29

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 332.75M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 261.21M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32

Top Funds for Static Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Edvest 529 Plan Based Aggressive 656.19M 16.95 6.03 8.55
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  AK John Hancock Freedom 529 Futurea 226.4M 28.72 8.67 13.17
  VA CollegeAmerica 529 American Fuf1 103.76M 23.05 6.02 10.83
  AK John Hancock Freedom 529 Future2 14.23M 27.81 7.85 12.32

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 17.92 - -
Columbia Large Cap Index Inst - 16.01 - -
Columbia Mid Cap Index Inst - 14.06 - -
Columbia Overseas Core Institutional - 11.77 - -
Columbia Small Cap Index Inst - 8.76 - -

Technical Summary

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