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Ny New York's 529 Program Direct Growth Portfolio (0P0000O6NM)

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45.510 -0.240    -0.52%
16/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 33.25B
NY New York’s 529 Program Direct Growth Portfolio 45.510 -0.240 -0.52%

0P0000O6NM Overview

 
Find basic information about the Ny New York's 529 Program Direct 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 0P0000O6NM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.01%
Prev. Close45.75
Risk Rating
TTM YieldN/A
ROE24.64%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA9.77%
Inception DateNov 14, 2003
Total Assets33.25B
ExpensesN/A
Min. InvestmentN/A
Market Cap84.92B
CategoryStatic Allocation - - 70% to 85% Equity
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Ny New York's 529 Program Direct Growth Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1056 1056 1173 1138 1501 2152
Fund Return 5.62% 5.62% 17.33% 4.41% 8.46% 7.97%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV Vanguard 529 College Savings Plp 2.5B 10.52 11.34 12.78
  NY New Yorks 529 Program Direct Mog 2.21B 3.54 2.30 5.92
  NY New Yorks 529 Program Direct Cog 2.08B 1.50 -0.01 3.73
  NV Vanguard 529 College Savings Psm 1.81B 9.99 9.54 12.15
  NY New Yorks 529 Program Direct Gro 1.57B 10.89 10.83 14.97

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  KS Schwab Moderately Aggressive Ind 887.75M 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
  CA ScholarShare Passive Growth 360.69M 5.29 4.75 7.52

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Sel - 45.11 - -
Vanguard Total Intl Stock Idx Instl Sel - 30.01 - -
Vanguard Total Bond Market II Idx I - 17.43 - -
Vanguard Total Intl Bd Idx Institutional - 7.47 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Sell BUY Strong Buy
Summary Sell Buy Strong Buy
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