Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Me Nextgen College Investing Plan Direct Ishares 2041 Enrollment Portfolio (0P0000Q2SU)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.770 +1.440    +3.96%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Merrill Lynch Pierce Fenner & Smith
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 125.03M
ME NextGen College Investing Plan iShares Age-Base 37.770 +1.440 +3.96%

0P0000Q2SU Overview

 
Find basic information about the Me Nextgen College Investing Plan Direct Ishares 2041 Enrollment 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 0P0000Q2SU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change24.53%
Prev. Close36.33
Risk Rating
TTM YieldN/A
ROE25.07%
IssuerMerrill Lynch Pierce Fenner & Smith
TurnoverN/A
ROA10.93%
Inception DateSep 20, 2010
Total Assets125.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap106.72B
CategoryAge 0 - 4
What is your sentiment on ME NextGen College Investing Plan iShares Age-Base?
or
Vote to see community's results!

Me Nextgen College Investing Plan Direct Ishares 2041 Enrollment Portfolio Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1183 1039 1245 1194 1598 2306
Fund Return 18.29% 3.88% 24.53% 6.1% 9.83% 8.71%
Place in category 47 36 48 71 71 25
% in Category 24 15 24 44 46 33

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan a 175.9M 32.03 9.34 14.90
  ME NextGen iShares Ages 8 10 A 150.92M 13.86 3.21 6.22
  ME NextGen College Investing Plan d 125.03M 27.78 11.20 13.15
  ME NextGen College Investing Plan 8 125.03M 14.22 3.55 6.61
  ME NextGen College Based 11 13 Y D 125.03M 11.37 2.20 5.55

Top Funds for Age 0-4 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MO MOST Missouris 529 Conservative0 228.82M 12.91 3.88 6.56
  SC Future Scholar Advisor 529 Age 6 8.98M 18.40 6.76 8.54
  HI HI529 Hawaiis College Savings P0 7.16M 14.79 4.69 7.56
  SC Future Scholar 529 Direct Age B0 5.42M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Age6z 18.95 7.29 9.08

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core S&P Total U.S. Stock Market US4642871507 56.22 131.83 +1.10%
iShares Core MSCI Total Intl Stk ETF - 27.70 - -
  iShares Core US Aggregate Bond US4642872265 9.07 96.78 +0.12%
  iShares Core U.S. REIT US4642885218 3.80 57.44 +0.72%
iShares 20+ Year Treasury Bond ETF - 1.86 - -

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000Q2SU Comments

Write your thoughts about Me Nextgen College Investing Plan Direct Ishares 2041 Enrollment Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email