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Ak T. Rowe Price 529 Total Equity Market Index Portfolio (0P0000O5YU)

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62.030 +4.060    +7.00%
30/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.56B
Type:  Fund
Market:  United States
Issuer:  T. Rowe Price Associates, Inc.
Asset Class:  Equity
AK T. Rowe Price 529 Total Equity Market Index Por 62.030 +4.060 +7.00%

0P0000O5YU Overview

 
Find basic information about the Ak T. Rowe Price 529 Total Equity Market Index 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 0P0000O5YU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change34.64%
Prev. Close57.97
Risk Rating
TTM YieldN/A
ROE28.91%
IssuerT. Rowe Price Associates, Inc.
TurnoverN/A
ROA12.86%
Inception DateMay 31, 2006
Total Assets3.56B
ExpensesN/A
Min. InvestmentN/A
Market Cap152.4B
CategoryStatic Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1273 1083 1346 1338 1981 3234
Fund Return 27.32% 8.33% 34.64% 10.2% 14.65% 12.45%
Place in category 121 6 34 124 93 60
% in Category 41 3 7 41 46 43

Top Equity Funds by T. Rowe Price Associates, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  MD Maryland College Investment Plap 1.24B 6.57 1.29 5.72
  AK T Rowe Price 529 for College 527.71M 7.07 1.04 3.48
  AK University of Alaska College Sae 458.16M 27.32 10.20 12.45
  AK John Hancock Freedom 529 Blue Ch 291.98M 35.56 7.15 14.18
  AK John Hancock Freedom 529 Futurea 224.38M 28.72 8.67 13.17

Top Funds for Static Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NH UNIQUE College Investing Plan Fi 3.35B 27.96 11.32 13.22
  CA ScholarShare College Savings Pue 2.86B 27.62 10.50 12.84
  VA CollegeAmerica 529 Fundamental a 2.63B 25.32 11.38 12.08
  NV Vanguard 529 College Savings Plp 2.5B 27.93 11.29 13.17
  VA Invest529 Total Stock Market Ind 2.38B 27.06 10.31 12.75

Top Holdings

Name ISIN Weight % Last Change %
T. Rowe Price Equity Index 500 I - 79.04 - -
T. Rowe Price Mid-Cap Index I - 10.62 - -
T. Rowe Price Small-Cap Index I - 10.33 - -

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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