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Pa Pennsylvania 529 Investment Plan Social Index Portfolio (0P0000O6LI)

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56.390 +0.630 +1.13%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 57.55M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000O6LI Overview

Find basic information about the Pa Pennsylvania 529 Investment Plan Social Index 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 0P0000O6LI 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 Change29.51%

Prev. Close55.76

Risk Rating

TTM YieldN/A

ROE35.39%

IssuerN/A

TurnoverN/A

ROA16.69%

Inception DateNov 17, 2006

Total Assets57.55M

ExpensesN/A

Min. InvestmentN/A

Market Cap382.3B

CategoryStatic Large Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1279	1076	1341	1321	2052	3530
Fund Return	27.88%	7.6%	34.14%	9.71%	15.47%	13.44%
Place in category	57	74	71	162	30	2
% in Category	18	29	25	54	17	1

Top Equity Funds by Pennsylvania Treasury Department

Name	Total Assets	YTD%	3Y%	10Y%
PA Pennsylvania 529 Investment Plmg	357.38M	11.22	2.98	5.97
PA Pennsylvania 529 Investment Plag	315.83M	15.18	5.15	7.78
PA Pennsylvania 529 Investment Plai	45.86M	6.42	0.15	3.12

Top Funds for Static Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
AK T Rowe Price 529 Total Equity Ma	3.56B	27.32	10.20	12.45
NH UNIQUE College Investing Plan Fi	3.35B	27.96	11.32	13.22
CA ScholarShare College Savings Pue	2.86B	27.62	10.50	12.84
VA CollegeAmerica 529 Fundamental a	2.63B	25.32	11.38	12.08
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Vanguard FTSE Social Index I	-	100.24	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	PA Pennsylvania 5.	56.390	+0.630	+1.13%