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Ut My529 Total Stock Market (0P0000O7P2)

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13.629 +0.150    +1.11%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.36B
Type:  Fund
Market:  United States
Issuer:  Utah Educational Savings Plan
Asset Class:  Equity
UT Educational Savings Plan Equity - 100% Domestic 13.629 +0.150 +1.11%

0P0000O7P2 Overview

 
Find basic information about the Ut My529 Total Stock Market 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 0P0000O7P2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25.08%
Prev. Close13.48
Risk Rating
TTM YieldN/A
ROE30.64%
IssuerUtah Educational Savings Plan
TurnoverN/A
ROA13.80%
Inception DateOct 01, 1999
Total Assets1.36B
ExpensesN/A
Min. InvestmentN/A
Market Cap213.14B
CategoryStatic Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1268 1074 1336 1333 1953 3259
Fund Return 26.84% 7.42% 33.6% 10.06% 14.33% 12.54%
Place in category 158 86 120 142 113 50
% in Category 50 34 43 48 53 39

Top Funds for Static Large Blend Category

  Name Rating 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 Total Stock Mkt Idx Instl Sel - 100.00 - -

Technical Summary

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