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Ne Td Ameritrade 529 Age-based Growth Investment Option Ages 3-5 Portfolio (0P0000S1H5)

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NE TD Ameritrade 529 Age-Based Growth Investment O historical data, for real-time data please try another search
20.920 +0.320    +1.55%
30/09 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 17.59M
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
NE TD Ameritrade 529 Age-Based Growth Investment O 20.920 +0.320 +1.55%

0P0000S1H5 Overview

 
Find basic information about the Ne Td Ameritrade 529 Age-based Growth Investment Option Ages 3-5 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 0P0000S1H5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close20.6
Risk Rating
TTM YieldN/A
ROE19.92%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA7.09%
Inception DateDec 17, 2010
Total Assets17.59M
ExpensesN/A
Min. InvestmentN/A
Market Cap51.94B
CategoryAge 0 - 4
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Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 597 515 567 690 726 -
Fund Return -40.26% -48.47% -43.28% -11.63% -6.21% -
Place in category 287 294 270 168 123 -
% in Category 100 100 100 100 100 -

Top Equity Funds by First National Bank Of Omaha

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 265.52M 20.83 11.37 12.60
  NE NEST Direct 529 Growth Static In 203.25M 12.17 5.04 8.50
  NE TD Ameritrade 529 T Rowe Price L 175.85M 24.51 7.69 15.29
  NE NEST Direct 529 T Rowe Price Lar 173.83M 24.53 7.70 15.41
  NE NEST Direct 529 Age Based Aggr19 158.73M 5.42 1.31 3.48

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 13.78 3.99 8.45
  SC Future Scholar Advisor 529 Age 6 8.98M 12.87 4.30 8.21
  HI HI529 Hawaiis College Savings P0 7.16M 14.79 4.69 7.56
  SC Future Scholar 529 Direct Age B0 5.42M 14.34 5.62 9.67

Top Holdings

Name ISIN Weight % Last Change %
Option on S&P 500 - 32.13 - -
TD - STATE STREET MSCI ACWI - 20.19 - -
T. Rowe Price Instl Large Cap Growth - 10.08 - -
Vanguard Russell 1000 Value Index I - 9.95 - -
Vanguard Total Bond Market Idx InstlPls - 7.86 - -

Technical Summary

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