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Va Invest529 Reit Index Portfolio (0P0000O5OR)

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34.624 +1.400    +4.21%
29/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 93.39M
Type:  Fund
Market:  United States
Asset Class:  Equity
VA Invest529 REIT Index Fund Portfolio 34.624 +1.400 +4.21%

0P0000O5OR Overview

 
Find basic information about the Va Invest529 Reit 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 0P0000O5OR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25.02%
Prev. Close33.224
Risk Rating
TTM YieldN/A
ROE13.07%
IssuerN/A
TurnoverN/A
ROA2.94%
Inception DateAug 01, 2005
Total Assets93.39M
ExpensesN/A
Min. InvestmentN/A
Market Cap27.48B
CategoryStatic Real Estate
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1130 1039 1250 1034 1270 1807
Fund Return 12.97% 3.93% 25.02% 1.13% 4.9% 6.1%
Place in category 40 13 11 14 7 3
% in Category 77 25 17 21 14 23

Top Equity Funds by Virginia College Savings Plan

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA Invest529 Total Stock Market Ind 2.38B 27.06 10.31 12.75
  VA Invest529 Moderate Growth 517.06M 12.80 3.93 6.62
  VA Invest529 Stable Value Portfolio 248.05M 2.89 2.47 2.05
  VA Invest529 Conservative Income Po 96.61M 6.49 0.31 3.34

Top Funds for Static Real Estate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Vanguard Globa 41.51M 1.82 -4.86 1.04
  NEST Direct REIT Ind Invest Option 26.86M 14.27 1.07 5.78
  AR iShares Cohen Steers REIT F 7.93M 16.99 2.76 6.21
  AL Vanguard REIT 529 Portfolio 5.93M 14.16 1.01 5.97
  NY NY Advisor Realty Inc Port Adv 3.29M 15.65 1.17 5.72

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Real Estate Index Institutional - 100.00 - -

Technical Summary

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