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In Indiana 529 Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

US Funds

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13.850 -0.150 -1.07%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 627.93M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O56L Overview

Find basic information about the In Indiana 529 Direct Savings Plan 2027 Enrollment 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 0P0000O56L 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 Change13.15%

Prev. Close14

Risk Rating

TTM YieldN/A

ROE26.25%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA11.54%

Inception DateSep 19, 2008

Total Assets627.93M

ExpensesN/A

Min. InvestmentN/A

Market Cap133.11B

CategoryTarget - Enrollment 2027

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1056	1012	1132	1015	1247	1626
Fund Return	5.56%	1.24%	13.15%	0.51%	4.51%	4.98%
Place in category	116	32	130	73	46	23
% in Category	78	21	85	62	67	72

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

Top Funds for Target-Enrollment 2027 Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	AR iShares 529 Plan iShares 2027 Co		67.29M	6.51	0.52	5.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	40.39	-	-
Vanguard Total Bond Market Index Inv	-	23.81	-	-
Schwab S&P 500 Index Inv	-	9.71	-	-
Vanguard High-Yield Corporate Adm	-	8.00	-	-
Vanguard Total International Bond ETF	-	5.98	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	13.850	-0.150	-1.07%