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Ca Scholarshare College Savings Plan Passive Growth Portfolio (0P0000UNJD)

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27.860 +0.650    +2.39%
31/03 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 360.69M
CA ScholarShare College Savings Plan Passive Growt 27.860 +0.650 +2.39%

0P0000UNJD Overview

 
Find basic information about the Ca Scholarshare College Savings Plan Passive 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 0P0000UNJD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.36%
Prev. Close27.21
Risk Rating
TTM YieldN/A
ROE25.03%
IssuerN/A
TurnoverN/A
ROA9.86%
Inception DateNov 04, 2011
Total Assets360.69M
ExpensesN/A
Min. InvestmentN/A
Market Cap105.43B
CategoryStatic Allocation - - 70% to 85% Equity
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Ca Scholarshare College Savings Plan Passive Growth Portfolio Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 1053 1166 1149 1503 2065
Fund Return 5.29% 5.29% 16.62% 4.75% 8.49% 7.52%
Place in category 133 133 102 51 47 34
% in Category 86 86 72 39 47 48

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.37B 10.01 9.75 12.27
  MI Education Savings Program US Equ 743.46M 9.99 9.71 12.22
  WI Edvest 529 Plan Large Cap Stock 734.2M 10.52 11.38 12.81
  WI Edvest 529 Plan Based Aggressive 598.4M 6.13 5.47 8.22
  OR Oregon College Savings Plan US E 471.1M 9.49 9.40 -

Top Funds for Static Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 5.62 4.41 7.97
  KS Schwab Moderately Aggressive Ind 903.92M 6.57 5.82 8.17
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 5.60 4.46 7.60
  IA College Savings Iowa 529 Growthg 488.82M 6.01 4.74 7.79
  CO CollegeInvest Direct 529 Growth 453.55M 5.58 4.27 7.61

Top Holdings

Name ISIN Weight % Last Change %
TIAA-CREF Equity Index Instl - 44.88 - -
TIAA-CREF Bond Index Institutional - 20.75 - -
TIAA-CREF International Eq Idx Instl - 16.79 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Ins - 5.77 - -
Vanguard Real Estate Index Institutional - 4.71 - -

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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