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

US Funds

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14.520 -0.270 -1.83%

31/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 66.63M

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 Change6.14%

Prev. Close14.79

Risk Rating

TTM YieldN/A

ROE23.79%

IssuerFirst National Bank Of Omaha

TurnoverN/A

ROA10.16%

Inception DateDec 17, 2010

Total Assets66.63M

ExpensesN/A

Min. InvestmentN/A

Market Cap101.28B

CategoryStatic Allocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1029	1004	1103	1139	1378	1742
Fund Return	2.85%	0.41%	10.29%	4.45%	6.63%	5.7%
Place in category	84	45	136	144	130	83
% in Category	39	16	64	77	79	81

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	246.59M	1.41	12.34	12.59
NE NEST Direct 529 Growth Static In	187.65M	3.09	6.78	8.44
NE TD Ameritrade 529 T Rowe Price L	157.42M	0.01	12.95	15.09
NE NEST Direct 529 T Rowe Price Lar	156.01M	0.01	12.96	15.21
NE NEST Direct 529 Age Based Aggr19	154.08M	2.30	2.76	3.57

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

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	2.00	7.13	8.31
VA CollegeAmerica 529 American Bala	5.9B	-0.24	6.15	7.97
KS Schwab Moderate Index	809.3M	-0.18	4.65	6.58
VA CollegeAmerica 529 American Funa	687.22M	0.68	5.06	7.02
VA Invest529 Moderate Growth	520.57M	2.57	5.30	6.42

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	17.65	-	-
TCW MetWest Total Return Bd Plan	-	15.18	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.15	-	-
Vanguard Short-Term Bond Idx InstlPls	-	11.07	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.93	-	-

Technical Summary

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

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