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Ia College Savings Iowa 529 Growth Portfolio (0P0000O6FE)

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45.410 +0.270    +0.60%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 488.82M
IA College Savings Iowa 529 Growth Portfolio 45.410 +0.270 +0.60%

0P0000O6FE Overview

 
Find basic information about the Ia College Savings Iowa 529 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 0P0000O6FE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.8%
Prev. Close45.14
Risk Rating
TTM YieldN/A
ROE25.04%
IssuerN/A
TurnoverN/A
ROA10.94%
Inception DateMay 09, 2001
Total Assets488.82M
ExpensesN/A
Min. InvestmentN/A
Market Cap103.72B
CategoryStatic Allocation - - 70% to 85% Equity
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Ia College Savings Iowa 529 Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1161 1031 1218 1176 1543 2185
Fund Return 16.09% 3.1% 21.79% 5.56% 9.06% 8.13%
Place in category 57 62 58 57 38 22
% in Category 34 36 36 43 37 30

Top Equity Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Retirement Savings Tr 20.88B 2.19 2.04 1.96
  The Vanguard Retirement Savings Tr4 20.88B 2.29 2.14 2.05
  IA College Savings Iowa 529 Moderap 675.01M 12.84 3.78 6.58
  IA College Savings Iowa 529 Conserv 512.94M 9.57 1.93 4.90
  IA College Savings Iowa 529 Income 473M 6.43 0.19 3.24

Top Funds for Static Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 15.28 5.20 8.02
  KS Schwab Moderately Aggressive Ind 1.04B 17.53 6.63 8.69
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 15.26 5.26 7.85
  CO CollegeInvest Direct 529 Growth 453.55M 15.08 5.06 7.83
  CA ScholarShare Passive Growth 396.62M 15.23 5.28 7.85

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 49.77 - -
Vanguard Total Intl Stock Idx InstlPls - 30.73 - -
Vanguard Total Bond Market II Idx I - 13.59 - -
Vanguard Total Intl Bd Idx Institutional - 5.91 - -

Technical Summary

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