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Ne Nest Direct College Savings Plan Vanguard Equity Income Portfolio (0P0000WFHF)

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40.050 +0.560    +1.42%
30/09 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 71.03M
NE NEST Direct 529 Vanguard Equity Income Investme 40.050 +0.560 +1.42%

0P0000WFHF Overview

 
Find basic information about the Ne Nest Direct College Savings Plan Vanguard Equity Income 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 0P0000WFHF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.65%
Prev. Close39.49
Risk Rating
TTM YieldN/A
ROE21.51%
IssuerN/A
TurnoverN/A
ROA6.94%
Inception DateJun 22, 2012
Total Assets71.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap88.88B
CategoryStatic Large Value
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Ne Nest Direct College Savings Plan Vanguard Equity Income Portfolio Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1159 1083 1263 1355 1716 2677
Fund Return 15.92% 8.3% 26.3% 10.65% 11.4% 10.35%
Place in category 54 85 64 25 29 21
% in Category 38 51 41 24 34 29

Top Equity Funds by Union Bank & Trust Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 253.48M 21.94 11.70 12.97
  NE NEST Direct 529 Growth Static In 201.1M 14.65 5.81 8.98
  NE TD Ameritrade 529 T Rowe Price L 166.79M 24.53 7.70 15.70
  NE NEST Direct 529 T Rowe Price Lar 164.73M 24.55 7.71 15.83
  NE NEST Direct 529 Age Based Aggr19 155.72M 7.10 1.85 3.77

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Val 1.22B 17.24 9.09 10.33
  NV Vanguard 529 College Savings Pla 439.05M 17.23 9.07 10.25
  VA CollegeAmerica 529 Washington Mu 217.88M 17.65 9.89 11.56
  NY New Yorks Advisor Eq Inc Port A 169.7M 14.66 8.40 9.69
  IL Bright Directions MFS Value 529 56.68M 13.81 5.88 9.12

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Equity-Income Adm - 100.00 - -

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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