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Ne Nest Direct College Savings Plan Balanced Static Portfolio (0P0000RZDC)

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13.280 -0.400 -2.92%

30/04 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 68.6M

Type: Fund

Market: United States

Issuer: First National Bank Of Omaha

Asset Class: Equity

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0P0000RZDC Overview

Find basic information about the Ne Nest Direct College Savings Plan Balanced Static 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 0P0000RZDC 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 Change8.41%

Prev. Close13.68

Risk Rating

TTM YieldN/A

ROE23.90%

IssuerFirst National Bank Of Omaha

TurnoverN/A

ROA8.50%

Inception DateDec 17, 2010

Total Assets68.6M

ExpensesN/A

Min. InvestmentN/A

Market Cap53.74B

CategoryStatic Allocation - - 50% to 70% Equity

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Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1035	1035	1127	1075	1336	1732
Fund Return	3.48%	3.48%	12.69%	2.45%	5.96%	5.64%
Place in category	197	197	179	150	119	82
% in Category	94	94	85	82	78	79

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	229.89M	10.52	11.27	12.53
NE NEST Direct 529 Growth Static In	192.53M	5.79	4.90	8.40
NE TD Ameritrade 529 T Rowe Price L	153.37M	12.95	8.22	14.98
NE NEST Direct 529 T Rowe Price Lar	149.84M	12.95	8.24	15.12
NE NEST Direct 529 Age Based Aggr19	146.88M	1.37	0.79	3.35

Top Funds for Static Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.37B	2.51	3.44	7.70
VA CollegeAmerica 529 American Bala	4.44B	2.71	3.67	7.56
VA CollegeAmerica 529 American Balc	755.07M	2.45	2.89	6.75
KS Schwab Moderate Index	733.53M	1.24	1.89	6.27
IA College Savings Iowa 529 Moderap	675.01M	1.26	1.06	5.96

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Idx InstlPls	-	15.04	-	-
Metropolitan West Total Return Bd Plan	-	14.03	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	13.92	-	-
Vanguard Total Intl Stock Idx InstlPls	-	13.14	-	-
Vanguard Short-Term Bond Idx InstlPls	-	11.06	-	-

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. %
	NE NEST Direct 52.	13.280	-0.400	-2.92%
	Quadratic Deflati.	14.88	+0.03	+0.20%