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Sc Future Scholar Advisor 529 Moderate Growth Portfolio A (0P0000O6MX)

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40.270 +0.060    +0.15%
23/09 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 331.78M
SC Future Scholar Advisor 529 Moderate Growth Port 40.270 +0.060 +0.15%

0P0000O6MX Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Moderate Growth Portfolio A 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 0P0000O6MX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.07%
Prev. Close40.21
Risk Rating
TTM YieldN/A
ROE26.26%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.82%
Inception DateMar 13, 2002
Total Assets331.78M
ExpensesN/A
Min. InvestmentN/A
Market Cap77.03B
CategoryStatic Allocation - - 50% to 70% Equity
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Sc Future Scholar Advisor 529 Moderate Growth Portfolio A Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1109 1056 1171 1087 1483 1932
Fund Return 10.91% 5.65% 17.07% 2.82% 8.2% 6.81%
Place in category 93 60 90 84 49 40
% in Category 42 28 42 47 29 39

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 366.76M 14.64 6.10 9.62
  SC Future Scholar Advisor 529 Colua 257.55M 9.79 2.28 5.80
  SC Future Scholar 529 Direct Growth 212.56M 13.70 5.43 8.98
  SC Future Scholar 529 Direct Large 231.43M 19.34 9.18 12.76
  SC Future Scholar 529 Direct Modera 210.74M 11.03 3.58 7.23

Top Funds for Static Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 12.26 4.40 8.23
  VA CollegeAmerica 529 American Bala 4.44B 12.59 5.14 8.08
  KS Schwab Moderate Index 792.56M 10.80 3.43 6.86
  VA CollegeAmerica 529 American Balc 755.07M 12.02 4.34 7.26
  IA College Savings Iowa 529 Moderap 675.01M 10.12 2.48 6.39

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.68 - -
Columbia Large Cap Index Inst - 11.73 - -
Columbia Mid Cap Index Inst - 10.14 - -
Columbia US Treasury Index Inst - 9.44 - -
Columbia Overseas Core Institutional - 8.02 - -

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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