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Co Scholars Choice 529 Age-based Option Portfolio Three Age 7-9 O (0P0000O5CJ)

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35.260 -0.200    -0.56%
16/07 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Legg Mason Global Asset Management Trust
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.92M
CO Scholars Choice 529 Age-Based Option Portfolio 35.260 -0.200 -0.56%

Co Scholars Choice 529 Age-based Option Portfolio Three Age 7-9 O Overview

 
Find basic information about the Co Scholars Choice 529 Age-based Option Portfolio Three Age 7-9 O 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 0P0000O5CJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US80705P8804)
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Rating
1-Year Change - 0%
Prev. Close35.46
Risk Rating
TTM YieldN/A
ROE20.85%
IssuerLegg Mason Global Asset Management Trust
TurnoverN/A
ROA7.59%
Inception DateNov 03, 1999
Total Assets6.92M
ExpensesN/A
Min. InvestmentN/A
Market Cap72.39B
CategoryAge 7 - 8
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 1050 1241 1365 1634 2280
Fund Return 7.44% 5.05% 24.09% 10.92% 10.32% 8.59%
Place in category 96 78 93 65 30 17
% in Category 67 60 68 69 52 49

Top Equity Funds by Legg Mason Global Asset Management Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  CO Enrollment Option Three 10 12Y O 16.06M 7.44 10.92 8.59

Top Funds for Age 7-8 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ID Ideal Idaho College Savings Pr19 5.53 4.16 7.12
  SC Future Scholar 529 Direct Age c6 4.28 3.33 6.24
  SC Future Scholar 529 Direct Age m6 5.08 4.24 7.12
  SC Future Scholar Advisor 529 Age6e 4.02 2.29 5.35
  SC Future Scholar Advisor 529 Agec6 4.13 2.81 5.88

Top Holdings

Name ISIN Weight % Last Change %
Western Asset Core Plus Bond IS - 39.00 - -
QS US Large Cap Equity IS - 15.86 - -
Templeton Foreign Adv - 9.82 - -
Thornburg International Equity A - 9.70 - -
QS Global Dividend IS - 7.00 - -

Technical Summary

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