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Hi Hi529 - Hawaii's College Savings Program Vanguard Age-based Option Age 5-6 Portfolio (0P0000O7JI)

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30.030 +0.120    +0.40%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 7.16M
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
HI HI529 - Hawaii’s College Savings Program Vangua 30.030 +0.120 +0.40%

0P0000O7JI Overview

 
Find basic information about the Hi Hi529 - Hawaii's College Savings Program Vanguard Age-based Option Age 5-6 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 0P0000O7JI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13%
Prev. Close29.91
Risk Rating
TTM YieldN/A
ROE24.77%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA10.80%
Inception DateNov 16, 2007
Total Assets7.16M
ExpensesN/A
Min. InvestmentN/A
Market Cap100.04B
CategoryAge 0 - 4
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1148 1028 1203 1147 1473 2073
Fund Return 14.79% 2.82% 20.3% 4.69% 8.05% 7.56%
Place in category 180 139 191 167 162 54
% in Category 81 71 83 79 81 73

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 15.28 5.20 8.02
  NV Vanguard 529 College Savings Plp 2.5B 27.93 11.29 13.17
  NY New Yorks 529 Program Direct Mog 2.21B 11.32 3.07 5.96
  NY New Yorks 529 Program Direct Cog 2.08B 7.37 0.72 3.76
  NV Vanguard 529 College Savings Psm 1.81B 27.52 10.25 12.72

Top Funds for Age 0-4 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MO MOST Missouris 529 Conservative0 228.82M 12.91 3.88 6.56
  ME NextGen College Investing Plan 0 125.03M 18.29 6.10 8.71
  SC Future Scholar Advisor 529 Age 6 8.98M 18.40 6.76 8.54
  SC Future Scholar 529 Direct Age B0 5.42M 20.36 8.16 10.02
  MO MOST Missouris 529 Moderate Opt0 16.04 5.60 8.11

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Market Idx I - 45.01 - -
Vanguard Total Intl Stock Index I - 30.09 - -
Vanguard Total Bond Market II Idx I - 17.45 - -
Vanguard Total Intl Bd Idx Institutional - 7.49 - -

Technical Summary

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