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In Indiana 529 Direct Savings Plan 2033 Enrollment Portfolio (0P0000O565)

US Funds

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16.510 +0.420 +2.61%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 488.52M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O565 Overview

Find basic information about the In Indiana 529 Direct Savings Plan 2033 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 0P0000O565 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 Change12.16%

Prev. Close16.09

Risk Rating

TTM YieldN/A

ROE26.43%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA11.63%

Inception DateSep 19, 2008

Total Assets488.52M

ExpensesN/A

Min. InvestmentN/A

Market Cap139.84B

CategoryTarget - Enrollment 2033

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1122	1024	1172	1111	1439	2039
Fund Return	12.16%	2.36%	17.18%	3.57%	7.56%	7.38%
Place in category	80	58	92	56	23	9
% in Category	54	41	65	54	33	53

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	31.97	9.58	15.49
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72
IN CollegeChoice Direct Savings Plu	1.32B	27.47	10.22	12.68

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	25.85	-	-
Schwab S&P 500 Index Inv	-	24.91	-	-
iShares MSCI EAFE Intl Idx K	-	12.23	-	-
Vanguard High-Yield Corporate Adm	-	8.60	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	6.72	-	-

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 .	16.510	+0.420	+2.61%