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In Indiana 529 Direct Savings Plan 2036 Enrollment Portfolio (0P0000O7YZ)

US Funds

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17.920 +0.420 +2.40%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 521.66M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7YZ Overview

Find basic information about the In Indiana 529 Direct Savings Plan 2036 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 0P0000O7YZ 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 Change14.65%

Prev. Close17.5

Risk Rating

TTM YieldN/A

ROE25.96%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA11.50%

Inception DateSep 19, 2008

Total Assets521.66M

ExpensesN/A

Min. InvestmentN/A

Market Cap138.09B

CategoryTarget - Enrollment 2036

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1024	1030	1147	1164	1514	2309
Fund Return	2.4%	2.99%	14.65%	5.18%	8.64%	8.73%
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	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab S&P 500 Index Inv	-	31.94	-	-
Vanguard Total Bond Market II Idx Inv	-	18.43	-	-
iShares MSCI EAFE Intl Idx K	-	16.96	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.33	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.63	-	-

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 .	17.920	+0.420	+2.40%