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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 4-6 (0P0000O6M4)

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51.970 +1.990    +3.98%
31/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Talcott Resolution Ins Co.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.3M
WV SMART529 Direct Age-Based Portfolio 0-8 51.970 +1.990 +3.98%

0P0000O6M4 Overview

 
Find basic information about the Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 4-6 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 0P0000O6M4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.72%
Prev. Close49.98
Risk Rating
TTM YieldN/A
ROE25.30%
IssuerTalcott Resolution Ins Co.
TurnoverN/A
ROA10.24%
Inception DateMar 01, 2002
Total Assets24.3M
ExpensesN/A
Min. InvestmentN/A
Market Cap97.13B
CategoryAge 5 - 6
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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 4-6 Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1069 1031 1197 1126 1645 2197
Fund Return 6.93% 3.14% 19.72% 4.05% 10.47% 8.19%
Place in category 19 19 15 9 6 1
% in Category 20 21 18 12 8 1

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV SMART529 Direct Age Based 18+ 66.67M 1.60 1.61 2.80
  WV SMART529 Direct Age Based 9 13 28.46M 5.12 2.83 6.68
  WV The Hartford SMART529 Balanced C 1.9M 5.28 2.30 6.49
  WV The Hartford SMART529 Balanced B 36.64K 5.36 2.49 6.69

Top Funds for Age 5-6 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Age0z 10.08M 5.10 2.26 6.76
  SC Future Scholar 529 Direct Age c0 5.08 2.87 6.90

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 55.72 - -
Vanguard Total Intl Stock Index I - 26.14 - -
Vanguard Total Bond Market II Idx I - 12.61 - -
Vanguard Inflation-Protected Secs I - 5.53 - -

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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