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Co Collegeinvest Direct 529 Growth Portfolio (0P0000O5NK)

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41.930 -0.120 -0.29%

20/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 453.55M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5NK Overview

Find basic information about the Co Collegeinvest Direct 529 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 0P0000O5NK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change8.38%

Prev. Close42.05

Risk Rating

TTM YieldN/A

ROE24.37%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA10.52%

Inception DateOct 22, 2004

Total Assets453.55M

ExpensesN/A

Min. InvestmentN/A

Market Cap103.96B

CategoryStatic Allocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1026	1000	1119	1204	1562	2077
Fund Return	2.58%	0.05%	11.86%	6.4%	9.33%	7.58%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

Top Funds for Static Allocation--70% to 85% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	1.15B	2.67	6.53	7.76
KS Schwab Moderately Aggressive Ind	1.07B	2.27	7.63	8.31
IA College Savings Iowa 529 Growthg	563.78M	2.64	6.89	7.88
OH CollegeAdvantage 529 Vanguard Gr	516.02M	2.63	6.60	7.59
CA ScholarShare Passive Growth	401.13M	3.00	6.62	7.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	45.14	-	-
Vanguard Total Intl Stock Idx InstlPls	-	30.33	-	-
Vanguard Total Bond Market II Idx I	-	17.22	-	-
Vanguard Total Intl Bd Idx Institutional	-	7.38	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Strong Buy
Technical Indicators	BUY	Neutral	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	41.930	-0.120	-0.29%
	PLN/BRL	1.4710	+0.0019	+0.13%