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Wi Tomorrow's Scholar 529 Plan Northern Small Cap Value Option C (0P00011UEA)

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19.750 -0.180 -0.90%

26/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 510.11K

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0P00011UEA Overview

Find basic information about the Wi Tomorrow's Scholar 529 Plan Northern Small Cap Value Option C 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 0P00011UEA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change28.33%

Prev. Close19.93

Risk Rating

TTM YieldN/A

ROE11.47%

IssuerN/A

TurnoverN/A

ROA4.21%

Inception DateJan 24, 2014

Total Assets510.11K

ExpensesN/A

Min. InvestmentN/A

Market Cap3.11B

CategoryStatic Small - Cap Equity

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Wi Tomorrow's Scholar 529 Plan Northern Small Cap Value Option C Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1078	1074	1167	1142	1464	1762
Fund Return	7.75%	7.38%	16.67%	4.54%	7.92%	5.83%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	19.66	7.60	12.38
MI Education Savings Program US Equ	815.12M	19.62	7.56	12.34
WI Edvest 529 Plan Large Cap Stock	798M	20.85	8.97	12.86
WI Edvest 529 Plan Based Aggressive	631.64M	12.82	4.10	8.35
OR Oregon College Savings Plan US E	551.44M	18.98	7.25	-

Top Funds for Static Small-Cap Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
IL Bright Directions Delaware Smala	56.7M	7.36	0.89	8.02
IL Bright Directions Northern Smala	47.95M	5.46	3.94	6.38
IL Bright Directions Delaware Smalf	46.11M	7.60	1.16	8.29
IL Bright Directions Vanguard Small	45.94M	11.96	6.07	8.72
IL Bright Directions Northern Smalf	45.2M	5.65	4.19	6.64

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Northern Small Cap Value	-	99.99	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Tomorrow's Sch.	19.750	-0.180	-0.90%