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Wi Tomorrow's Scholar 529 Plan Columbia Limited Duration Fund Option W (0P0000X9AQ)

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WI Tomorrow’s Scholar 529 Plan Columbia Limited Du historical data, for real-time data please try another search

10.960 0.000 0.00%

01/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 51.52K

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0P0000X9AQ Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Tomorrow’s Scholar 529 Plan Columbia Limited Du (0P0000X9AQ) fund. Our WI Tomorrow’s Scholar 529 Plan Columbia Limited Du portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Bonds	102.770	121.560	18.790

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Corporate	92.578	43.113
Government	10.190	21.644
Cash	-2.769	13.438

Region Allocation

Bonds

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Columbia Limited Duration Credit Inst	-	100.00	-	-

Top Bond Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Plb	132.35M	3.20	1.96	1.41
MI Savings 100 Fixed Inc Option	81.06M	3.23	2.42	1.91
WI Edvest 529 Plan Bond Index Portf	41.37M	3.10	1.91	1.36
OR Oregon College Savings Plan Divf	11.19M	2.44	2.18	-
WI Tomorrows Scholar 529 Plan Voyia	3.09M	2.34	1.02	0.83

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