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Ny New York's 529 Program Direct Conservative Growth Portfolio (0P0000O6O2)

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23.830 -0.040    -0.17%
24/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.08B
NY New York’s 529 Program Direct Conservative Grow 23.830 -0.040 -0.17%

0P0000O6O2 Overview

 
Find basic information about the Ny New York's 529 Program Direct Conservative Growth 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 0P0000O6O2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.88%
Prev. Close23.87
Risk Rating
TTM YieldN/A
ROE24.48%
IssuerN/A
TurnoverN/A
ROA9.74%
Inception DateNov 14, 2003
Total Assets2.08B
ExpensesN/A
Min. InvestmentN/A
Market Cap87.65B
CategoryStatic Allocation - - 15% to 30% Equity
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Ny New York's 529 Program Direct Conservative Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1015 1015 1074 1000 1162 1442
Fund Return 1.5% 1.5% 7.36% -0.01% 3.04% 3.73%
Place in category 41 41 21 38 19 3
% in Category 45 45 24 61 39 9

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 5.62 4.41 7.97
  NV Vanguard 529 College Savings Plp 2.5B 10.52 11.34 12.78
  NY New Yorks 529 Program Direct Mog 2.21B 3.54 2.30 5.92
  NV Vanguard 529 College Savings Psm 1.81B 9.99 9.54 12.15
  NY New Yorks 529 Program Direct Gro 1.57B 10.89 10.83 14.97

Top Funds for Static Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ID Ideal Idaho College Savings Prop 725.08M 1.40 -0.27 3.22
  IA College Savings Iowa 529 Income 473M 1.04 -0.51 3.17
  OH CollegeAdvantage 529 Vanguard Cg 374.27M 1.44 0.00 3.60
  CO CollegeInvest Direct 529 Conserp 351.58M 1.40 -0.17 3.52
  NV Vanguard 529 College Savings Plg 179.44M 1.45 -0.01 3.54

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 52.09 - -
Vanguard Total Intl Bd Idx Institutional - 22.40 - -
Vanguard Total Stock Mkt Idx Instl Sel - 15.37 - -
Vanguard Total Intl Stock Idx Instl Sel - 10.14 - -

Technical Summary

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