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Sc Future Scholar Advisor 529 Moderate Growth Portfolio A (0P0000O6MX)

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40.180 +0.090    +0.22%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 332.75M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar Advisor 529 Moderate Growth Port 40.180 +0.090 +0.22%

0P0000O6MX Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Moderate Growth Portfolio A 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 0P0000O6MX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.23%
Prev. Close40.09
Risk Rating
TTM YieldN/A
ROE25.22%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.21%
Inception DateMar 13, 2002
Total Assets332.75M
ExpensesN/A
Min. InvestmentN/A
Market Cap71.96B
CategoryStatic Allocation - - 50% to 70% Equity
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1147 1034 1207 1144 1467 1976
Fund Return 14.7% 3.41% 20.71% 4.59% 7.97% 7.05%
Place in category 43 34 28 51 40 39
% in Category 17 12 11 25 23 38

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Colua 261.21M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32
  SC Future Scholar 529 Direct Modera 210.74M 14.98 5.05 7.46

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 16.91 5.91 8.47
  VA CollegeAmerica 529 American Bala 4.44B 16.56 6.55 8.19
  KS Schwab Moderate Index 810.8M 13.84 4.61 7.06
  VA CollegeAmerica 529 American Balc 755.07M 15.76 5.73 7.37
  IA College Savings Iowa 529 Moderap 675.01M 12.84 3.78 6.58

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.83 - -
Columbia Large Cap Index Inst - 11.61 - -
Columbia Mid Cap Index Inst - 10.14 - -
Columbia US Treasury Index Inst - 9.40 - -
Columbia Total Return Bond Inst - 7.37 - -

Technical Summary

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