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Wi Tomorrow's Scholar 529 Plan Voya 529 Age 13-14 Option A (0P0000X977)

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20.580 +0.010    +0.05%
26/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 135.34M
WI Tomorrow’s Scholar 529 Plan Voya 529 Age 13-14 20.580 +0.010 +0.05%

0P0000X977 Overview

 
Find basic information about the Wi Tomorrow's Scholar 529 Plan Voya 529 Age 13-14 Option 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 0P0000X977 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.65%
Prev. Close20.57
Risk Rating
TTM YieldN/A
ROE26.85%
IssuerN/A
TurnoverN/A
ROA12.42%
Inception DateOct 26, 2012
Total Assets135.34M
ExpensesN/A
Min. InvestmentN/A
Market Cap149.41B
CategoryAge 13 - 14
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Wi Tomorrow's Scholar 529 Plan Voya 529 Age 13-14 Option A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1113 1023 1157 1084 1306 1700
Fund Return 11.28% 2.26% 15.73% 2.74% 5.49% 5.45%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.86B 27.62 10.50 12.84
  MI Education Savings Program US Equ 872.26M 27.56 10.46 12.79
  WI Edvest 529 Plan Large Cap Stock 845.32M 27.93 11.32 13.21
  WI Edvest 529 Plan Based Aggressive 656.19M 16.95 6.03 8.55
  OR Oregon College Savings Plan US E 554.72M 26.85 10.12 -

Top Funds for Age 13-14 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV SMART529 Direct Age Based Portfo 35.17M 10.36 3.48 5.80
  NY New Yorks 529 Advisor Guided Pra 23.44M 11.79 2.83 5.62
  HI HI529 Hawaiis College Savings 11 7.16M 6.75 0.17 3.13
  WI Tomorrows Scholar 529 Plan Voyaw 4.64M 11.49 2.96 5.71
  NV USAA College Savings Plan Age 14 2.74M 8.90 3.59 4.50

Top Holdings

Name ISIN Weight % Last Change %
Voya Intermediate Bond I - 31.26 - -
Voya US Stock Index Port I - 16.80 - -
Voya Limited Maturity Bond Port I - 9.07 - -
VY® BrandywineGLOBAL-Bond Port - 5.05 - -
VY® BlackRock Inflation Protected Bd I - 5.04 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Strong Buy
Technical Indicators Strong Sell Neutral Strong Buy
Summary Sell Neutral Strong Buy
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