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Sc Future Scholar 529 (direct) Mid Cap Index Portfolio (0P0000O6ZM)

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71.600 -0.190    -0.26%
20/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 68.7M
SC Future Scholar 529 Direct Mid Cap Index Portfol 71.600 -0.190 -0.26%

0P0000O6ZM Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Mid Cap Index 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 0P0000O6ZM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.92%
Prev. Close71.79
Risk Rating
TTM YieldN/A
ROE18.76%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA6.67%
Inception DateMar 14, 2002
Total Assets68.7M
ExpensesN/A
Min. InvestmentN/A
Market Cap7.72B
CategoryStatic Mid - Cap Equity
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Sc Future Scholar 529 (direct) Mid Cap Index Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1078 1035 1258 1140 1765 2484
Fund Return 7.76% 3.53% 25.82% 4.47% 12.04% 9.52%
Place in category 14 23 20 24 10 11
% in Category 11 17 13 18 10 16

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 372.98M 8.08 5.46 9.30
  SC Future Scholar Advisor 529 Modea 332.45M 4.98 2.00 6.49
  SC Future Scholar Advisor 529 Colua 250.41M 4.12 1.45 5.46
  SC Future Scholar 529 Direct Growth 219.22M 7.27 4.82 8.66
  SC Future Scholar 529 Direct Modera 210.74M 5.08 2.87 6.90

Top Funds for Static Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AK John Hancock Freedom 529 Mid Cap 65.54M 4.75 10.51 9.17
  NV SSgA Upromise 529 Plan SPDR SP M 19.66M -0.44 11.89 8.31
  NY New Yorks 529 Advisor Guided Prm 7.95M 6.21 4.17 7.97
  SC Future Scholar Advisor 529 Ameri 4.58M 3.41 4.27 8.45
  AK JH Mid Cap Value C2 3.52M 9.02 6.76 8.39

Top Holdings

Name ISIN Weight % Last Change %
Columbia Mid Cap Index Inst - 100.00 - -

Technical Summary

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