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

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28.730 +0.550    +1.95%
30/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 125.03M
ME NextGen College Investing Plan iShares Age-Base 28.730 +0.550 +1.95%

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 Change28.03%
Prev. Close28.18
Risk Rating
TTM YieldN/A
ROE25.56%
IssuerN/A
TurnoverN/A
ROA11.18%
Inception DateSep 20, 2010
Total Assets125.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap107.96B
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 1132 1065 1246 1121 1412 1946
Fund Return 13.2% 6.49% 24.59% 3.89% 7.14% 6.89%
Place in category 35 11 28 83 72 14
% in Category 27 9 23 58 53 24

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan a 175.9M 24.92 10.39 14.97
  ME NextGen iShares Ages 8 10 A 150.92M 12.90 3.54 6.50
  ME NextGen College Investing Plan d 125.03M 21.83 11.68 13.18
  ME NextGen College Investing Plan 0 125.03M 16.29 6.41 8.98
  ME NextGen College Based 11 13 Y D 125.03M 11.27 2.75 5.86

Top Funds for Age 9-10 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Age B6 210.74M 12.81 5.17 7.62
  ME NextGen iShares Ages 8 10 A 150.92M 12.90 3.54 6.50
  WV SMART529 Direct Age Based 9 13 32.11M 12.83 5.03 7.41
  NV USAA College Savings Plan Age B9 4.22M 11.22 4.66 5.94
  LA Louisiana START Saving For Col6 9.58 2.39 5.09

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core S&P Total U.S. Stock Market US4642871507 43.52 125.05 -0.16%
  iShares Core US Aggregate Bond US4642872265 24.70 98.13 +0.42%
iShares Core MSCI Total Intl Stk ETF - 20.41 - -
iShares 20+ Year Treasury Bond ETF - 4.96 - -
  iShares TIPS Bond US4642871762 3.71 107.94 +0.17%

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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