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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

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38.131 -0.850    -2.17%
31/10 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 500.55M
VA Invest529 Moderate Growth Portfolio 38.131 -0.850 -2.17%

0P0000O5LC Overview

 
Find basic information about the Va Invest529 Moderate 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 0P0000O5LC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.89%
Prev. Close38.976
Risk Rating
TTM YieldN/A
ROE24.80%
IssuerN/A
TurnoverN/A
ROA10.80%
Inception DateJan 02, 2002
Total Assets500.55M
ExpensesN/A
Min. InvestmentN/A
Market Cap96.89B
CategoryStatic Allocation - - 50% to 70% Equity
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Va Invest529 Moderate Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1015 1229 1077 1386 1869
Fund Return 9.68% 1.51% 22.89% 2.49% 6.75% 6.46%
Place in category 124 86 117 91 83 53
% in Category 59 40 56 53 55 52

Top Equity Funds by Virginia College Savings Plan

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA Invest529 Total Stock Market Ind 2.22B 19.16 7.44 12.30
  VA Invest529 Stable Value Portfolio 248.59M 2.62 2.42 2.03
  VA Invest529 Conservative Income Po 93.44M 4.65 -0.30 3.25
  VA Invest529 REIT Index Portfolio 89.3M 8.40 -0.98 5.86

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 12.26 4.14 8.22
  VA CollegeAmerica 529 American Bala 4.44B 13.27 5.19 8.10
  KS Schwab Moderate Index 808.17M 10.00 3.01 6.82
  VA CollegeAmerica 529 American Balc 755.07M 12.56 4.39 7.28
  IA College Savings Iowa 529 Moderap 675.01M 9.75 2.36 6.42

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 36.39 - -
Vanguard Total Bond Market Idx InstlPls - 27.93 - -
Vanguard Total Intl Stock Idx InstlPls - 23.55 - -
Vanguard Total Intl Bd Idx Institutional - 12.13 - -

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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