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Il Bright Directions Calvert Equity 529 Portfolio F (0P0000O5A9)

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65.150 +0.530    +0.82%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 44.28M
IL Bright Directions Calvert Equity 529 Portfolio 65.150 +0.530 +0.82%

0P0000O5A9 Overview

 
Find basic information about the Il Bright Directions Calvert Equity 529 Portfolio F 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 0P0000O5A9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.63%
Prev. Close64.62
Risk Rating
TTM YieldN/A
ROE34.71%
IssuerN/A
TurnoverN/A
ROA13.55%
Inception DateNov 18, 2005
Total Assets44.28M
ExpensesN/A
Min. InvestmentN/A
Market Cap141.06B
CategoryStatic Large Growth
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Il Bright Directions Calvert Equity 529 Portfolio F Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1082 995 1254 1102 1784 3357
Fund Return 8.21% -0.53% 25.44% 3.29% 12.28% 12.87%
Place in category 195 195 195 142 97 63
% in Category 99 99 99 81 70 58

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Northern Stock 68.15M 20.76 8.87 12.71
  IL Bright Directions T Rowe Price I 67.97M 24.88 6.13 15.67
  IL Bright Directions Delaware Smala 56.7M 7.36 0.89 8.02
  IL Bright Directions MFS Value 529 56.68M 13.81 5.88 9.12
  IL Bright Directions AC Value 529 A 55.93M 10.08 6.64 7.94

Top Funds for Static Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60
  VA CollegeAmerica 529 The Growth Fa 8.95B 22.38 4.43 13.15
  NY New Yorks 529 Program Direct Gro 1.57B 23.62 7.39 15.07
  NV Vanguard 529 College Savings Pgi 819.89M 23.59 7.36 14.98
  VA CollegeAmerica 529 The Growth Ff 452.23M 22.56 4.63 13.39

Top Holdings

Name ISIN Weight % Last Change %
Calvert Equity I - 100.00 - -

Technical Summary

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