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

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26.280 +0.010    +0.04%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.01B
KS Schwab Moderately Aggressive Index 26.280 +0.010 +0.04%

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 Change23.68%
Prev. Close26.27
Risk Rating
TTM YieldN/A
ROE24.51%
IssuerN/A
TurnoverN/A
ROA10.34%
Inception DateJul 01, 2013
Total Assets1.01B
ExpensesN/A
Min. InvestmentN/A
Market Cap85.69B
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 1149 1064 1271 1215 1645 2327
Fund Return 14.95% 6.4% 27.13% 6.71% 10.46% 8.81%
Place in category 58 59 52 18 22 15
% in Category 33 43 28 10 15 15

Top Equity Funds by American Century Investment Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  KS Schwab Moderate Index 791.65M 12.34 4.89 7.23
  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 14.28 5.53 8.38
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 14.25 5.59 8.13
  IA College Savings Iowa 529 Growthg 488.82M 14.93 5.87 8.35
  CO CollegeInvest Direct 529 Growth 453.55M 14.13 5.40 8.10
  CA ScholarShare Passive Growth 391.46M 14.02 5.68 8.10

Top Holdings

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 45.24 - -
Schwab International Index - 19.94 - -
Schwab Small Cap Index - 15.11 - -
Vanguard Total Bond Market Idx InstlPls - 14.79 - -

Technical Summary

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