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Sc Future Scholar 529 (direct) Aggressive Growth Portfolio (0P0000O6MG)

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58.090 +0.410    +0.71%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 380.39M
SC Future Scholar 529 Direct Aggressive Growth Por 58.090 +0.410 +0.71%

0P0000O6MG Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Aggressive 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 0P0000O6MG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change24.98%
Prev. Close57.68
Risk Rating
TTM YieldN/A
ROE25.50%
IssuerN/A
TurnoverN/A
ROA11.23%
Inception DateMar 14, 2002
Total Assets380.39M
ExpensesN/A
Min. InvestmentN/A
Market Cap76.35B
CategoryStatic Allocation - - 85%+ Equity
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Sc Future Scholar 529 (direct) Aggressive Growth Portfolio Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1143 1015 1314 1178 1693 2517
Fund Return 14.34% 1.46% 31.41% 5.62% 11.11% 9.67%
Place in category 14 37 7 5 7 4
% in Category 21 74 11 10 13 15

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Modea 333.85M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 261.77M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 243.32M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 218.17M 13.43 5.02 9.01
  SC Future Scholar 529 Direct Age B6 210.74M 10.56 3.28 7.21

Top Funds for Static Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Edvest 529 Plan Based Aggressive 631.64M 12.82 4.10 8.35
  AK John Hancock Freedom 529 Futurea 225.79M 20.87 4.86 12.76
  SC Future Scholar Advisor 529 Aggre 14.91M 14.13 5.48 9.29
  AK John Hancock Freedom 529 Future2 13.52M 20.09 4.07 11.91
  ME NextGen College Franklin MutualC 17.92 6.21 5.59

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 51.36 - -
Vanguard Developed Markets Index Ins Pls - 17.48 - -
Columbia Mid Cap Index Inst - 14.09 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.54 48.61 +1.61%
Vanguard Total Bond Market II Idx I - 5.57 - -

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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