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Me Nextgen College Investing Plan Direct Ishares 2033 Enrollment Portfolio (0P0000Q2SZ)

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28.990 +0.920    +3.28%
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 28.990 +0.920 +3.28%

0P0000Q2SZ Overview

 
Find basic information about the Me Nextgen College Investing Plan Direct Ishares 2033 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 0P0000Q2SZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.99%
Prev. Close28.07
Risk Rating
TTM YieldN/A
ROE25.41%
IssuerMerrill Lynch Pierce Fenner & Smith
TurnoverN/A
ROA11.12%
Inception DateSep 20, 2010
Total Assets125.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap111.41B
CategoryAge 9 - 10
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Me Nextgen College Investing Plan Direct Ishares 2033 Enrollment Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1142 1029 1200 1110 1387 1897
Fund Return 14.22% 2.87% 19.99% 3.55% 6.76% 6.61%
Place in category 37 27 26 85 68 15
% in Category 28 23 20 59 53 31

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 Based 11 13 Y D 125.03M 11.37 2.20 5.55
  ME NextGen College Based 14 16 Y D 125.03M 9.24 1.85 4.60
  ME NextGen College Investing Plan d 125.03M 27.78 11.20 13.15

Top Funds for Age 9-10 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Age B6 210.74M 14.98 5.05 7.46
  ME NextGen iShares Ages 8 10 A 150.92M 13.86 3.21 6.22
  WV SMART529 Direct Age Based 9 13 33.27M 14.05 4.69 7.25
  NV USAA College Savings Plan Age B9 4.22M 11.34 4.52 5.75
  SC Future Scholar 529 Direct Age m9 13.32 4.13 6.54

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core S&P Total U.S. Stock Market US4642871507 43.98 131.86 +1.07%
  iShares Core US Aggregate Bond US4642872265 24.97 96.77 +0.11%
iShares Core MSCI Total Intl Stk ETF - 19.69 - -
iShares 20+ Year Treasury Bond ETF - 5.03 - -
  iShares TIPS Bond US4642871762 3.73 106.64 +0.23%

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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