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Ne Nest Direct College Savings Plan Vanguard Equity Income Portfolio (0P0000WFHF)

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36.060 -1.180    -3.17%
30/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 68.05M
NE NEST Direct 529 Vanguard Equity Income Investme 36.060 -1.180 -3.17%

0P0000WFHF Overview

 
Find basic information about the Ne Nest Direct College Savings Plan Vanguard Equity Income 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 0P0000WFHF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.69%
Prev. Close37.24
Risk Rating
TTM YieldN/A
ROE27.62%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA9.17%
Inception DateJun 22, 2012
Total Assets68.05M
ExpensesN/A
Min. InvestmentN/A
Market Cap95.12B
CategoryStatic Large Value
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Ne Nest Direct College Savings Plan Vanguard Equity Income Portfolio Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1078 1078 1186 1322 1686 2601
Fund Return 7.79% 7.79% 18.56% 9.76% 11.01% 10.03%
Place in category 99 99 97 25 32 20
% in Category 62 62 62 24 36 28

Top Equity Funds by Union Bank & Trust Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 229.89M 10.52 11.27 12.53
  NE NEST Direct 529 Growth Static In 192.53M 5.79 4.90 8.40
  NE TD Ameritrade 529 T Rowe Price L 153.37M 12.95 8.22 14.98
  NE NEST Direct 529 T Rowe Price Lar 149.84M 12.95 8.24 15.12
  NE NEST Direct 529 Age Based Aggr19 146.88M 1.37 0.79 3.35

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Val 1.22B 5.36 7.39 9.81
  NV Vanguard 529 College Savings Pla 439.05M 5.35 7.36 9.73
  VA CollegeAmerica 529 Washington Mu 217.88M 4.99 8.82 10.98
  NY New Yorks Advisor Eq Inc Port A 155.81M 3.83 5.14 9.04
  NE TD Ameritrade 529 Vanguard Equit 40.51M 7.79 9.71 9.89

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Equity-Income Adm - 100.00 - -

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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