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Wi Edvest 529 Plan Large-cap Stock Index Portfolio (0P0000XD80)

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49.840 -0.460    -0.91%
31/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 798M
Type:  Fund
Market:  United States
Issuer:  TIAA Tuition Financing, Inc.
Asset Class:  Equity
WI Edvest 529 Plan Large-Cap Stock Index Portfolio 49.840 -0.460 -0.91%

0P0000XD80 Overview

 
Find basic information about the Wi Edvest 529 Plan Large-cap Stock 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 0P0000XD80 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change37.83%
Prev. Close50.3
Risk Rating
TTM YieldN/A
ROE33.43%
IssuerTIAA Tuition Financing, Inc.
TurnoverN/A
ROA15.63%
Inception DateOct 26, 2012
Total Assets798M
ExpensesN/A
Min. InvestmentN/A
Market Cap323.78B
CategoryStatic Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1209 1036 1378 1294 2024 3352
Fund Return 20.85% 3.64% 37.83% 8.97% 15.14% 12.86%
Place in category 43 37 76 32 16 7
% in Category 11 10 22 11 9 6

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.67B 19.66 7.60 12.38
  MI Education Savings Program US Equ 815.12M 19.62 7.56 12.34
  WI Edvest 529 Plan Based Aggressive 631.64M 12.82 4.10 8.35
  OR Oregon College Savings Plan US E 542.41M 18.98 7.25 -
  CA ScholarShare Passive Growth 383.36M 11.53 3.59 7.64

Top Funds for Static Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AK T Rowe Price 529 Total Equity Ma 3.56B 18.99 7.17 11.95
  NH UNIQUE College Investing Plan Fi 3.11B 20.88 8.98 12.88
  CA ScholarShare College Savings Pue 2.67B 19.66 7.60 12.38
  VA CollegeAmerica 529 Fundamental a 2.63B 20.49 9.05 11.89
  NV Vanguard 529 College Savings Plp 2.5B 20.84 8.94 12.83

Top Holdings

Name ISIN Weight % Last Change %
Nuveen S&P 500 Index R6 - 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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