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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

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39.214 +1.080    +2.84%
29/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Virginia College Savings Plan
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 517.06M
VA Invest529 Moderate Growth Portfolio 39.214 +1.080 +2.84%

0P0000O5LC Overview

 
Find basic information about the Va Invest529 Moderate Growth 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 0P0000O5LC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.06%
Prev. Close38.131
Risk Rating
TTM YieldN/A
ROE25.04%
IssuerVirginia College Savings Plan
TurnoverN/A
ROA10.94%
Inception DateJan 02, 2002
Total Assets517.06M
ExpensesN/A
Min. InvestmentN/A
Market Cap103.57B
CategoryStatic Allocation - - 50% to 70% Equity
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Va Invest529 Moderate Growth Portfolio 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 1128 1025 1181 1123 1404 1899
Fund Return 12.8% 2.52% 18.06% 3.93% 7.01% 6.62%
Place in category 127 70 119 95 86 55
% in Category 60 30 55 53 56 55

Top Equity Funds by Virginia College Savings Plan

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA Invest529 Total Stock Market Ind 2.38B 27.06 10.31 12.75
  VA Invest529 Stable Value Portfolio 248.05M 2.89 2.47 2.05
  VA Invest529 Conservative Income Po 96.61M 6.49 0.31 3.34
  VA Invest529 REIT Index Portfolio 93.39M 12.97 1.13 6.10

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 16.91 5.91 8.47
  VA CollegeAmerica 529 American Bala 4.44B 16.56 6.55 8.19
  KS Schwab Moderate Index 828.01M 13.84 4.61 7.06
  VA CollegeAmerica 529 American Balc 755.07M 15.76 5.73 7.37
  IA College Savings Iowa 529 Moderap 459.36M 12.84 3.78 6.58

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 37.43 - -
Vanguard Total Bond Market Idx InstlPls - 27.46 - -
Vanguard Total Intl Stock Idx InstlPls - 23.19 - -
Vanguard Total Intl Bd Idx Institutional - 11.92 - -

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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