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Id Ideal - Idaho College Savings Program Aggressive Option Moderate Growth Ages 12-14 (0P0000O7LJ)

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23.690 -0.040 -0.17%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: N/A

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7LJ Overview

Find basic information about the Id Ideal - Idaho College Savings Program Aggressive Option Moderate Growth Ages 12-14 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 0P0000O7LJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.42%

Prev. Close23.73

Risk Rating

TTM YieldN/A

ROE24.77%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA10.81%

Inception DateDec 07, 2007

Total AssetsN/A

ExpensesN/A

Min. InvestmentN/A

Market Cap100.09B

CategoryAge 13 - 14

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1087	982	1087	1046	1261	1678
Fund Return	8.72%	-1.81%	8.72%	1.5%	4.75%	5.31%
Place in category	32	98	32	53	46	6
% in Category	27	64	27	42	39	14

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

Top Funds for Age 13-14 Category

Name	Total Assets	YTD%	3Y%	10Y%
WI Tomorrows Scholar 529 Plan Voy13	138.2M	11.28	2.74	5.45
WV SMART529 Direct Age Based Portfo	34.78M	8.47	2.35	5.68
NY New Yorks 529 Advisor Guided Pra	24.52M	8.99	1.17	5.43
HI HI529 Hawaiis College Savings 11	7.16M	4.91	-0.60	2.97
WI Tomorrows Scholar 529 Plan Voyaw	4.7M	11.49	2.96	5.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	34.95	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	30.06	-	-
Vanguard Total Intl Stock Idx InstlPls	-	20.07	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.96	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ID Ideal - Idaho .	23.690	-0.040	-0.17%