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Ia College Savings Iowa 529 Conservative Growth Portfolio (0P0000O6FZ)

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32.270 +0.050    +0.16%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 512.94M
IA College Savings Iowa 529 Conservative Growth Po 32.270 +0.050 +0.16%

0P0000O6FZ Overview

 
Find basic information about the Ia College Savings Iowa 529 Conservative Growth 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 0P0000O6FZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.13%
Prev. Close32.22
Risk Rating
TTM YieldN/A
ROE24.85%
IssuerN/A
TurnoverN/A
ROA10.95%
Inception DateMay 09, 2001
Total Assets512.94M
ExpensesN/A
Min. InvestmentN/A
Market Cap97.5B
CategoryStatic Allocation - - 30% to 50% Equity
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Ia College Savings Iowa 529 Conservative Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1072 1012 1184 1028 1232 1596
Fund Return 7.16% 1.2% 18.38% 0.93% 4.26% 4.78%
Place in category 86 67 75 97 79 40
% in Category 65 54 60 85 72 62

Top Equity Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Retirement Savings Tr 21.35B 2.00 2.01 1.95
  The Vanguard Retirement Savings Tr4 21.35B 2.08 2.11 2.05
  IA College Savings Iowa 529 Moderap 675.01M 9.75 2.36 6.42
  IA College Savings Iowa 529 Growthg 488.82M 12.33 3.70 7.93
  IA College Savings Iowa 529 Income 473M 4.68 -0.39 3.16

Top Funds for Static Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Mog 2.21B 8.59 1.87 5.86
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 8.53 1.82 5.72
  CO CollegeInvest Direct 529 Moderat 470.74M 8.43 1.71 5.66
  NV Vanguard 529 College Savings Plm 285.64M 8.52 1.85 5.64
  SC Future Scholar Advisor 529 Colua 261.77M 9.09 2.16 5.74

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 41.92 - -
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 24.23 - -
Vanguard Total Intl Bd Idx Institutional - 18.17 - -
Vanguard Total Intl Stock Idx InstlPls - 15.70 - -

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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