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Sc Future Scholar 529 (direct) Age-based Aggressive Track 8-9 Years (0P0000O6U1)

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43.700 +0.310    +0.71%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 210.74M
SC Future Scholar 529 Direct Age-Based Aggressive 43.700 +0.310 +0.71%

0P0000O6U1 Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Age-based Aggressive Track 8-9 Years 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 0P0000O6U1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.23%
Prev. Close43.39
Risk Rating
TTM YieldN/A
ROE25.94%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.46%
Inception DateMar 11, 2002
Total Assets210.74M
ExpensesN/A
Min. InvestmentN/A
Market Cap80.39B
CategoryAge 9 - 10
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Sc Future Scholar 529 (direct) Age-based Aggressive Track 8-9 Years Analysis


Performance

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Condition

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%

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 1012 1247 1102 1448 2006
Fund Return 10.56% 1.2% 24.66% 3.28% 7.69% 7.21%
Place in category 43 102 33 26 26 3
% in Category 33 67 26 25 25 6

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.26M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 335.63M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.66M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.77M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 219.42M 13.43 5.02 9.01

Top Funds for Age 9-10 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen iShares Ages 8 10 A 150.92M 10.28 1.65 6.02
  ME NextGen College Investing Plan 8 125.03M 10.60 1.99 6.41
  WV SMART529 Direct Age Based 9 13 32.11M 10.67 3.19 7.05
  NV USAA College Savings Plan Age B9 4.22M 8.80 3.23 5.64
  LA Louisiana START Saving For Col6 7.28 1.03 4.73

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 36.41 - -
Vanguard Developed Markets Index Ins Pls - 10.49 - -
Columbia Mid Cap Index Inst - 10.20 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 8.43 58.69 -0.10%
  Vanguard Mortgage-Backed Securities US92206C7719 7.70 46.05 -0.28%

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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