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Id Ideal - Idaho College Savings Program Conservative Growth Portfolio (0P0000O6N1)

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18.870 +0.040    +0.21%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 725.08M
ID Ideal - Idaho College Savings Program Conservat 18.870 +0.040 +0.21%

0P0000O6N1 Overview

 
Find basic information about the Id Ideal - Idaho College Savings Program 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 0P0000O6N1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.67%
Prev. Close18.83
Risk Rating
TTM YieldN/A
ROE24.77%
IssuerN/A
TurnoverN/A
ROA10.80%
Inception DateDec 07, 2007
Total Assets725.08M
ExpensesN/A
Min. InvestmentN/A
Market Cap100.03B
CategoryStatic Allocation - - 15% to 30% Equity
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Id Ideal - Idaho College Savings Program Conservative Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1013 1113 1014 1135 1390
Fund Return 7.05% 1.32% 11.28% 0.46% 2.56% 3.35%
Place in category 35 16 19 47 30 15
% in Category 43 21 24 74 60 49

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 15.28 5.20 8.02
  NV Vanguard 529 College Savings Plp 2.5B 27.93 11.29 13.17
  NY New Yorks 529 Program Direct Mog 2.21B 11.32 3.07 5.96
  NY New Yorks 529 Program Direct Cog 2.08B 7.37 0.72 3.76
  NV Vanguard 529 College Savings Psm 1.81B 27.52 10.25 12.72

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 7.37 0.72 3.76
  IA College Savings Iowa 529 Income 473M 6.43 0.19 3.24
  OH CollegeAdvantage 529 Vanguard Cg 374.27M 7.19 0.69 3.70
  CO CollegeInvest Direct 529 Conserp 351.58M 7.16 0.56 3.59
  NV Vanguard 529 College Savings Plg 179.44M 7.16 0.68 3.65

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 52.48 - -
Vanguard Total Intl Bd Idx Institutional - 22.52 - -
Vanguard Total Stock Mkt Idx Instl Pls - 15.04 - -
Vanguard Total Intl Stock Idx InstlPls - 10.06 - -

Technical Summary

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