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Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years (0P0000X5FQ)

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20.510 +0.040    +0.20%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 206.35M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 (Direct) Age-Based Conservat 20.510 +0.040 +0.20%

0P0000X5FQ Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years 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 0P0000X5FQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.57%
Prev. Close20.47
Risk Rating
TTM YieldN/A
ROE33.71%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA15.96%
Inception DateOct 01, 2012
Total Assets206.35M
ExpensesN/A
Min. InvestmentN/A
Market Cap328.49B
CategoryAge 15 - 16
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Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1013 1091 1054 1137 1333
Fund Return 6.33% 1.28% 9.14% 1.75% 2.6% 2.92%
Place in category 141 114 142 103 125 41
% in Category 83 69 84 64 81 85

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 Age 15-16 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Based 14 16 Y D 125.03M 9.24 1.85 4.60
  WI Tomorrows Scholar 529 Plan Voyaa 72.77M 10.27 2.20 4.86
  WI Tomorrows Scholar 529 Plan Voy5w 2.34M 10.49 2.46 5.12
  ID Ideal Idaho College Savings Pr11 7.05 0.46 3.35

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Intermediate-Term Government Bond US92206C7065 15.22 57.69 -0.22%
Columbia Large Cap Index Inst - 10.94 - -
Vanguard Total Bond Market II Idx I - 10.34 - -
  Vanguard Mortgage-Backed Securities US92206C7719 8.83 45.07 -0.23%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 8.81 80.00 -0.30%

Technical Summary

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