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Sc Future Scholar 529 (direct) Age-based Conservative Track 10-11 Years (0P0000X5FU)

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27.480 +0.070    +0.26%
21/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar 529 Direct Age-Based Conservativ 27.480 +0.070 +0.26%

0P0000X5FU Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Age-based Conservative Track 10-11 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 0P0000X5FU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.89%
Prev. Close27.41
Risk Rating
TTM YieldN/A
ROE27.01%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA12.07%
Inception DateOct 01, 2012
Total AssetsN/A
ExpensesN/A
Min. InvestmentN/A
Market Cap95.44B
CategoryAge 11 - 12
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Sc Future Scholar 529 (direct) Age-based Conservative Track 10-11 Years Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1010 1168 1052 1236 1544
Fund Return 6.98% 1.01% 16.8% 1.7% 4.32% 4.44%
Place in category 140 129 142 96 114 29
% in Category 81 76 84 63 75 81

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 380.39M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 333.85M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 261.77M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 243.32M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 218.17M 13.43 5.02 9.01

Top Funds for Age 11-12 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Age B9 182.94M 9.42 2.62 6.32
  ME NextGen College Based 11 13 Y D 125.03M 8.47 0.95 5.39

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 20.79 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 14.00 58.35 +0.02%
  Vanguard Mortgage-Backed Securities US92206C7719 9.88 45.77 +0.24%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 9.78 81.02 +0.07%
Vanguard Total Bond Market II Idx I - 8.12 - -

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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