Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Sc Future Scholar 529 (direct) Age-based Moderate Track 8-9 Years (0P0000X5FO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.780 +0.070    +0.19%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar 529 Direct Age-Based Moderate Tr 37.780 +0.070 +0.19%

0P0000X5FO Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Age-based Moderate 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 0P0000X5FO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change11.22%
Prev. Close37.71
Risk Rating
TTM YieldN/A
ROE26.62%
IssuerN/A
TurnoverN/A
ROA11.99%
Inception DateOct 01, 2012
Total AssetsN/A
ExpensesN/A
Min. InvestmentN/A
Market Cap88.98B
CategoryAge 9 - 10
What is your sentiment on SC Future Scholar 529 Direct Age-Based Moderate Tr?
or
Vote to see community's results!

Sc Future Scholar 529 (direct) Age-based Moderate Track 8-9 Years Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1133 1031 1187 1129 1398 1885
Fund Return 13.32% 3.12% 18.68% 4.13% 6.93% 6.54%
Place in category 64 10 62 47 58 17
% in Category 44 7 41 39 45 35

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 381.78M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 331.94M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 260.66M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 245.44M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 218.9M 18.96 7.28 9.32

Top Funds for Age 9-10 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Age B6 210.74M 14.98 5.05 7.46
  ME NextGen iShares Ages 8 10 A 150.92M 13.86 3.21 6.22
  ME NextGen College Investing Plan 8 125.03M 14.22 3.55 6.61
  WV SMART529 Direct Age Based 9 13 33.27M 14.05 4.69 7.25
  NV USAA College Savings Plan Age B9 4.22M 11.34 4.52 5.75

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 32.11 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 11.66 57.81 -0.28%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 9.07 80.24 -0.21%
  Vanguard Mortgage-Backed Securities US92206C7719 8.73 45.17 -0.33%
Columbia Mid Cap Index Inst - 8.18 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X5FO Comments

Write your thoughts about Sc Future Scholar 529 (direct) Age-based Moderate Track 8-9 Years
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email