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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 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Age-Based Growth Investment O (0P0000S1H5) fund. Our NE TD Ameritrade 529 Age-Based Growth Investment O portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.390 2.680 2.290
Stocks 84.920 84.920 0.000
Bonds 14.620 14.630 0.010
Convertible 0.060 0.060 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.997 16.846
Price to Book 2.309 2.323
Price to Sales 1.738 1.692
Price to Cash Flow 8.363 9.536
Dividend Yield 2.331 2.408
5 Years Earnings Growth 8.913 10.523

Sector Allocation

Name  Net % Category Average
Financial Services 16.700 15.514
Technology 14.150 19.748
Healthcare 11.940 11.686
Industrials 10.400 10.793
Consumer Cyclical 9.920 10.577
Communication Services 9.320 7.145
Real Estate 9.310 7.117
Consumer Defensive 6.850 6.654
Energy 4.530 4.120
Utilities 3.480 2.933
Basic Materials 3.400 3.716

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

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 - -
Vanguard Real Estate Index Institutional - 4.96 - -
Metropolitan West Total Return Bd I - 4.91 - -
iShares Russell 2000 ETF - 3.03 - -
Tributary Small Company Instl - 2.96 - -
Vanguard Extended Market Index Instl - 2.00 - -

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
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