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Co Collegeinvest Direct 529 Aggressive Growth Portfolio (0P0000O5R3)

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CO CollegeInvest Direct 529 Aggressive Growth Port historical data, for real-time data please try another search
26.430 +0.030    +0.11%
18/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
CO CollegeInvest Direct 529 Aggressive Growth Port 26.430 +0.030 +0.11%

Co Collegeinvest Direct 529 Aggressive Growth Portfolio Overview

 
Find basic information about the Co Collegeinvest Direct 529 Aggressive Growth 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 0P0000O5R3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change0%
Prev. Close26.4
Risk Rating
TTM YieldN/A
ROE20.90%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA7.44%
Inception DateOct 22, 2004
Total AssetsN/A
ExpensesN/A
Min. InvestmentN/A
Market Cap44.56B
CategoryAge 7 - 8
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Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1103 1103 1045 1303 1385 2969
Fund Return 10.33% 10.33% 4.47% 9.23% 6.74% 11.5%
Place in category 15 15 60 11 8 19
% in Category 4 4 27 5 5 19

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 5.62 4.41 7.97
  NV Vanguard 529 College Savings Plp 2.5B 10.52 11.34 12.78
  NY New Yorks 529 Program Direct Mog 2.21B 3.54 2.30 5.92
  NY New Yorks 529 Program Direct Cog 2.08B 1.50 -0.01 3.73
  NV Vanguard 529 College Savings Psm 1.81B 9.99 9.54 12.15

Top Funds for Age 7-8 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CO Age Based Option Three Age 7 9 O 6.92M 7.44 10.92 8.59
  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

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 51.38 - -
Vanguard Total Intl Stock Idx InstlPls - 22.35 - -
Vanguard Total Bond Market II Idx I - 21.03 - -
Vanguard Total Intl Bd Idx Institutional - 5.24 - -

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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