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Va Collegeamerica 529 American Balanced Fund 529c (0P0000O5OS)

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34.780 +0.230    +0.67%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 755.07M
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
VA CollegeAmerica 529 American Balanced 529C 34.780 +0.230 +0.67%

0P0000O5OS Overview

 
Find basic information about the Va Collegeamerica 529 American Balanced Fund 529c 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 0P0000O5OS MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.51%
Prev. Close34.55
Risk Rating
TTM YieldN/A
ROE26.74%
IssuerAmerican Funds
TurnoverN/A
ROA10.59%
Inception DateFeb 19, 2002
Total Assets755.07M
ExpensesN/A
Min. InvestmentN/A
Market Cap238.29B
CategoryStatic Allocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1158 1033 1210 1182 1470 2037
Fund Return 15.76% 3.33% 21.05% 5.73% 8.01% 7.37%
Place in category 27 37 25 20 39 20
% in Category 11 13 10 9 23 20

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.98B 30.62 7.78 13.76
  American Funds American Balanced A 110.38B 16.59 6.58 8.25
  American Funds Invmt Co of Amer A 94.44B 26.66 13.02 11.75
  American Funds Washington Mutual A 88.02B 22.14 11.82 11.62
  VA CollegeAmerica 529 AMCAP 529A 85.7B 23.14 5.81 10.97

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 808.62M 13.84 4.61 7.06
  IA College Savings Iowa 529 Moderap 675.01M 12.84 3.78 6.58
  VA Invest529 Moderate Growth 517.06M 12.80 3.93 6.62

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 4.68 239.68 +3.15%
  Microsoft US5949181045 3.45 439.33 +0.94%
Cap Grp Cent Fd Ser Ii - 2.92 - -
  UnitedHealth US91324P1021 2.10 506.10 -0.05%
  Meta Platforms US30303M1027 2.08 607.75 +1.32%

Technical Summary

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