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Ia College Savings Iowa 529 Income Portfolio (0P0000O6F9)

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25.000 +0.150    +0.60%
03/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 473M
IA College Savings Iowa 529 Income Portfolio 25.000 +0.150 +0.60%

0P0000O6F9 Overview

 
Find basic information about the Ia College Savings Iowa 529 Income 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 0P0000O6F9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.52%
Prev. Close24.85
Risk Rating
TTM YieldN/A
ROE24.46%
IssuerN/A
TurnoverN/A
ROA9.73%
Inception DateMay 09, 2001
Total Assets473M
ExpensesN/A
Min. InvestmentN/A
Market Cap87.46B
CategoryStatic Allocation - - 15% to 30% Equity
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Ia College Savings Iowa 529 Income Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1010 1010 1062 985 1127 1366
Fund Return 1.04% 1.04% 6.22% -0.51% 2.41% 3.17%
Place in category 68 68 53 50 35 15
% in Category 81 81 70 85 73 54

Top Equity Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Retirement Savings Tr 22.9B 0.60 1.79 1.92
  The Vanguard Retirement Savings Tr4 22.9B 0.62 1.89 2.02
  IA College Savings Iowa 529 Moderap 675.01M 4.35 3.00 6.34
  IA College Savings Iowa 529 Conserv 512.94M 2.68 1.21 4.75
  IA College Savings Iowa 529 Growthg 488.82M 6.01 4.74 7.79

Top Funds for Static Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Cog 2.08B 1.50 -0.01 3.73
  ID Ideal Idaho College Savings Prop 725.08M 1.40 -0.27 3.22
  OH CollegeAdvantage 529 Vanguard Cg 374.27M 1.44 0.00 3.60
  CO CollegeInvest Direct 529 Conserp 351.58M 1.40 -0.17 3.52
  NV Vanguard 529 College Savings Plg 179.44M 1.45 -0.01 3.54

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 55.93 - -
Vanguard Total Intl Bd Idx Institutional - 24.01 - -
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 12.12 - -
Vanguard Total Intl Stock Idx InstlPls - 8.03 - -

Technical Summary

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