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SC Future Scholar Advisor 529 Moderate Growth Portfolio A (0P0000O6MX)

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45.500 +0.190    +0.42%
03/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 363.46M
SC Future Scholar Advisor 529 Moderate Growth Port 45.500 +0.190 +0.42%

0P0000O6MX Overview

 
Find basic information about the SC Future Scholar Advisor 529 Moderate Growth Portfolio A 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 0P0000O6MX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.87%
Prev. Close45.31
Risk Rating
TTM YieldN/A
ROE26.23%
IssuerN/A
TurnoverN/A
ROA12.74%
Inception DateMar 13, 2002
Total Assets363.46M
ExpensesN/A
Min. InvestmentN/A
Market Cap84.77B
CategoryStatic Allocation - - 50% to 70% Equity
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SC Future Scholar Advisor 529 Moderate Growth Portfolio A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1132 1056 1141 1485 1561 2154
Fund Return 13.17% 5.63% 14.14% 14.08% 9.32% 7.97%
Place in category 143 121 120 96 48 40
% in Category 79 66 64 58 32 40

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 448.41M 15.84 17.94 11.09
  SC Future Scholar 529 Direct Large 299.8M 17.29 22.42 14.41
  SC Future Scholar Advisor 529 Colua 298.83M 11.74 12.57 6.80
  SC Future Scholar 529 Direct Growth 252.91M 14.93 16.84 10.33
  SC Future Scholar 529 Direct Age B6 210.74M 12.77 13.94 8.29

Top Funds for Static Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA CollegeAmerica 529 American Bala 6.4B 16.03 15.99 9.43
  KS Schwab Moderate Index 1.02B 14.65 14.37 8.16
  VA CollegeAmerica 529 American Funa 750.41M 14.97 14.71 8.43
  VA Invest529 Moderate Growth 583.5M 15.18 14.83 7.86
  IA College Savings Iowa 529 Moderap 489.87M 15.11 14.70 7.78

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 14.18 - -
Columbia Total Return Bond Inst - 10.75 - -
Columbia Mid Cap Index Inst - 9.97 - -
Columbia US Treasury Index Inst - 8.82 - -
Columbia Overseas Core Institutional - 8.37 - -

Technical Summary

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