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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 (0P0000O6JC)

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36.070 -0.560    -1.53%
31/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 34.22M
WV SMART529 Direct Age-Based Portfolio 14-15 36.070 -0.560 -1.53%

0P0000O6JC Overview

 
Find basic information about the Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 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 0P0000O6JC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.26%
Prev. Close36.63
Risk Rating
TTM YieldN/A
ROE26.15%
IssuerN/A
TurnoverN/A
ROA11.42%
Inception DateMar 01, 2002
Total Assets34.22M
ExpensesN/A
Min. InvestmentN/A
Market Cap113.8B
CategoryAge 13 - 14
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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1096 1047 1172 1118 1362 1784
Fund Return 9.64% 4.72% 17.18% 3.79% 6.38% 5.96%
Place in category 74 132 98 20 21 2
% in Category 48 82 62 21 19 4

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 85.2M 29.63 4.55 14.56
  WV SMART529 Direct 500 Index Portfo 74.43M 21.98 11.79 13.23
  WV The Hartford SMART529 ChecksBala 44.97M 12.92 5.14 7.86
  WV SMART529 Direct Growth Portfolio 37.56M 15.76 6.55 9.00
  WV The Hartford SMART529 The Hartee 5.66M 13.26 9.64 9.91

Top Funds for Age 13-14 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Tomorrows Scholar 529 Plan Voy13 131.74M 8.82 1.64 5.27
  NY New Yorks 529 Advisor Guided Pra 23.4M 11.32 2.99 5.86
  HI HI529 Hawaiis College Savings 11 7.16M 7.14 0.54 3.40
  WI Tomorrows Scholar 529 Plan Voyaw 4.5M 8.99 1.88 5.53
  NV USAA College Savings Plan Age 14 2.74M 8.93 3.65 4.58

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 29.56 - -
WV SMART529 The Hartford Stable Val A - 24.32 - -
Vanguard Total Bond Market II Idx I - 21.87 - -
Vanguard Total Intl Stock Index I - 14.03 - -
Vanguard Inflation-Protected Secs I - 10.22 - -

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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