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Va Collegeamerica 529 American Balanced Fund 529c (0P0000O5OS)

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36.360 +0.130    +0.36%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 755.07M
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
VA CollegeAmerica 529 American Balanced 529C 36.360 +0.130 +0.36%

0P0000O5OS Overview

 
Find basic information about the Va Collegeamerica 529 American Balanced Fund 529c 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 0P0000O5OS MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.52%
Prev. Close36.23
Risk Rating
TTM YieldN/A
ROE26.74%
IssuerAmerican Funds
TurnoverN/A
ROA10.59%
Inception DateFeb 19, 2002
Total Assets755.07M
ExpensesN/A
Min. InvestmentN/A
Market Cap238.29B
CategoryStatic Allocation - - 50% to 70% Equity
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Va Collegeamerica 529 American Balanced Fund 529c Analysis


Performance

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Condition

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%

Frequency

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1126 1021 1254 1138 1459 2020
Fund Return 12.56% 2.1% 25.44% 4.39% 7.85% 7.28%
Place in category 16 32 30 15 33 18
% in Category 5 12 14 6 21 17

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.89B 22.40 4.47 13.21
  American Funds American Balanced A 110.51B 13.30 5.24 8.16
  American Funds Invmt Co of Amer A 94.07B 21.32 10.63 11.49
  American Funds Washington Mutual A 89.06B 17.54 9.75 11.40
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60

Top Funds for Static Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 12.26 4.14 8.22
  VA CollegeAmerica 529 American Bala 4.44B 13.27 5.19 8.10
  KS Schwab Moderate Index 808.17M 10.00 3.01 6.82
  IA College Savings Iowa 529 Moderap 675.01M 9.75 2.36 6.42
  VA Invest529 Moderate Growth 500.55M 9.68 2.49 6.46

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 4.68 163.95 +0.00%
  Microsoft US5949181045 3.45 413.20 +0.08%
Cap Grp Cent Fd Ser Ii - 2.92 - -
  UnitedHealth US91324P1021 2.10 594.15 -0.56%
  Meta Platforms US30303M1027 2.08 557.76 -0.95%

Technical Summary

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