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Ks Schwab 529 College Savings Plan Moderately Aggressive Index (0P0000Z811)

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24.060 +0.180    +0.75%
26/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 892.35M
KS Schwab Moderately Aggressive Index 24.060 +0.180 +0.75%

0P0000Z811 Overview

 
Find basic information about the Ks Schwab 529 College Savings Plan Moderately Aggressive Index 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 0P0000Z811 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.48%
Prev. Close23.88
Risk Rating
TTM YieldN/A
ROE24.44%
IssuerN/A
TurnoverN/A
ROA9.41%
Inception DateJul 01, 2013
Total Assets892.35M
ExpensesN/A
Min. InvestmentN/A
Market Cap77.74B
CategoryStatic Allocation - - 70% to 85% Equity
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Ks Schwab 529 College Savings Plan Moderately Aggressive Index Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1066 1066 1195 1185 1586 2194
Fund Return 6.57% 6.57% 19.51% 5.82% 9.67% 8.17%
Place in category 54 54 39 14 17 16
% in Category 23 23 18 8 13 16

Top Equity Funds by American Century Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  KS Schwab Moderate Index 701M 4.83 4.06 6.68
  KS Advisor Disciplined Growth A 10.24 10.16 12.18

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 5.62 4.41 7.97
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 5.60 4.46 7.60
  IA College Savings Iowa 529 Growthg 488.82M 6.01 4.74 7.79
  CO CollegeInvest Direct 529 Growth 453.55M 5.58 4.27 7.61
  CA ScholarShare Passive Growth 360.69M 5.29 4.75 7.52

Top Holdings

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 44.94 - -
Schwab International Index - 19.85 - -
Schwab Small Cap Index - 15.27 - -
Vanguard Total Bond Market Idx InstlPls - 14.91 - -

Technical Summary

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