Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Va Collegeamerica 529 American Balanced Fund 529c (0P0000O5OS)

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
 
36.570 -0.050    -0.14%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 755.07M
VA CollegeAmerica 529 American Balanced 529C 36.570 -0.050 -0.14%

0P0000O5OS Holdings

 
Comprehensive information about top holdings and Key Holding Information for the VA CollegeAmerica 529 American Balanced 529C (0P0000O5OS) fund. Our VA CollegeAmerica 529 American Balanced 529C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 4.390 6.240 1.850
Stocks 63.800 63.800 0.000
Bonds 28.800 28.800 0.000
Convertible 0.020 0.020 0.000
Preferred 0.070 0.070 0.000
Other 2.920 2.920 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.570 17.790
Price to Book 3.685 2.947
Price to Sales 2.553 2.098
Price to Cash Flow 12.897 11.934
Dividend Yield 1.783 2.106
5 Years Earnings Growth 14.738 11.379

Sector Allocation

Name  Net % Category Average
Technology 25.370 23.052
Healthcare 13.160 13.189
Financial Services 12.530 15.467
Industrials 10.450 10.644
Communication Services 10.340 7.000
Consumer Defensive 8.330 6.536
Consumer Cyclical 7.020 9.357
Energy 4.950 5.053
Utilities 3.070 2.924
Basic Materials 2.770 3.412
Real Estate 2.000 3.365

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3,158

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 4.68 172.77 -0.47%
  Microsoft US5949181045 3.45 427.18 +0.47%
Cap Grp Cent Fd Ser Ii - 2.92 - -
  UnitedHealth US91324P1021 2.10 597.32 -1.41%
  Meta Platforms US30303M1027 2.08 579.23 -0.13%
  Philip Morris US7181721090 1.88 126.74 +1.20%
  Taiwan Semiconductor US8740391003 1.81 189.51 +1.52%
  Alphabet C US02079K1079 1.68 176.28 -2.33%
  Apple US0378331005 1.44 226.95 +0.81%
  Eli Lilly US5324571083 1.35 798.44 -1.65%

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 154.87B 22.40 4.47 13.21
  American Funds American Balanced A 111.4B 13.30 5.24 8.16
  American Funds Invmt Co of Amer A 95.48B 21.32 10.63 11.49
  American Funds Washington Mutual A 89.87B 17.54 9.75 11.40
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60
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.

0P0000O5OS Comments

Write your thoughts about Va Collegeamerica 529 American Balanced Fund 529c
 
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