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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio (0P0000Q2SW)

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20.570 +0.450    +2.24%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 125.03M
ME NextGen College Investing Plan iShares Age-Base 20.570 +0.450 +2.24%

0P0000Q2SW Overview

 
Find basic information about the Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment 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 0P0000Q2SW MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.53%
Prev. Close20.12
Risk Rating
TTM YieldN/A
ROE24.92%
IssuerN/A
TurnoverN/A
ROA10.86%
Inception DateSep 20, 2010
Total Assets125.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap104.67B
CategoryAge 15 - 16
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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1014 1145 1056 1256 1568
Fund Return 9.24% 1.38% 14.53% 1.85% 4.66% 4.6%
Place in category 45 98 15 94 36 11
% in Category 29 61 13 60 29 25

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan a 175.9M 32.03 9.34 14.90
  ME NextGen iShares Ages 8 10 A 150.92M 13.86 3.21 6.22
  ME NextGen College Investing Plan 0 125.03M 18.29 6.10 8.71
  ME NextGen College Investing Plan 8 125.03M 14.22 3.55 6.61
  ME NextGen College Based 11 13 Y D 125.03M 11.37 2.20 5.55

Top Funds for Age 15-16 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Scholar Conservative Track 12 15 206.35M 6.33 1.75 2.92
  WI Tomorrows Scholar 529 Plan Voyaa 72.77M 10.27 2.20 4.86
  WI Tomorrows Scholar 529 Plan Voy5w 2.34M 10.49 2.46 5.12
  ID Ideal Idaho College Savings Pr11 7.05 0.46 3.35

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core US Aggregate Bond US4642872265 50.28 96.77 +0.11%
  iShares Core S&P Total U.S. Stock Market US4642871507 22.94 131.86 +1.07%
iShares Core MSCI Total Intl Stk ETF - 11.91 - -
  iShares TIPS Bond US4642871762 7.51 106.64 +0.23%
iShares 20+ Year Treasury Bond ETF - 5.82 - -

Technical Summary

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