Breaking News
Get 45% Off 0
🐔🌮📊 How will Wall Street's TACO (Trump Always Chickens Out) theory meet CPI reality?
Follow CPI Data
Close

Ne Td Ameritrade 529 Age-based Aggressive Investment Option Ages 3-5 Portfolio (0P0000S1H0)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
NE TD Ameritrade 529 Age-Based Aggressive Investme historical data, for real-time data please try another search
18.510 0.000    0.00%
31/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.97M
NE TD Ameritrade 529 Age-Based Aggressive Investme 18.510 0.000 0.00%

0P0000S1H0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Age-Based Aggressive Investme (0P0000S1H0) fund. Our NE TD Ameritrade 529 Age-Based Aggressive Investme portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.740 0.740 0.000
Shares 52.230 52.230 0.000
Bonds 5.170 5.170 0.000
Convertible 0.030 0.030 0.000
Other 41.830 41.830 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.743 15.808
Price to Book 2.422 2.288
Price to Sales 1.730 1.709
Price to Cash Flow 7.786 8.561
Dividend Yield 2.229 2.298
5 Years Earnings Growth 10.504 11.173

Sector Allocation

Name  Net % Category Average
Technology 19.550 18.065
Financial Services 17.740 16.700
Healthcare 14.090 12.771
Consumer Cyclical 11.070 11.850
Industrials 10.390 11.020
Consumer Defensive 7.380 7.394
Energy 5.650 5.480
Utilities 4.030 3.098
Real Estate 4.010 6.315
Communication Services 3.680 3.326
Basic Materials 2.410 3.983

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name ISIN Weight % Last Change %
State Street S&P 500 Index - 36.30 - -
Td - State Street Msci Acwi - 21.76 - -
T. Rowe Price Large Cap Growth Fund - 10.93 - -
Vanguard Russell 1000 Value Index I - 10.88 - -
Td - Vanguard Reit Index Mtu - 5.31 - -
Vanguard Total Bond Market Idx InstlPls - 5.28 - -
Td - Ishares Russell 2000 - 3.83 - -
Tributary Small Company Instl - 3.77 - -
Vanguard Extended Market Index Instl - 1.94 - -

Top Equity Funds by First National Bank Of Omaha

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 245.65M -4.91 11.99 11.95
  NE NEST Direct 529 Growth Static In 187.06M 0.45 8.08 8.14
  NE TD Ameritrade 529 T Rowe Price L 157.44M -6.64 15.70 14.36
  NE NEST Direct 529 T Rowe Price Lar 157.38M -6.62 15.72 14.48
  NE NEST Direct 529 Age Based Aggr19 156.42M 2.30 4.26 3.57
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000S1H0 Comments

Write your thoughts about Ne Td Ameritrade 529 Age-based Aggressive Investment Option Ages 3-5 Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email