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Hi Hi529 - Hawaii's College Savings Program Vanguard Age-based Option Age 5-6 Portfolio (0P0000O7JI)

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29.740 -0.330 -1.10%

28/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.16M

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Hi Hi529 - Hawaii's College Savings Program Vanguard Age-based Option Age 5-6 Portfolio Overview

Find basic information about the Hi Hi529 - Hawaii's College Savings Program Vanguard Age-based Option Age 5-6 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 0P0000O7JI 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 Change6.21%

Prev. Close30.07

Risk Rating

TTM YieldN/A

ROE25.13%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA10.75%

Inception DateNov 16, 2007

Total Assets7.16M

ExpensesN/A

Min. InvestmentN/A

Market Cap103.19B

CategoryAge 0 - 4

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1025	999	1115	1191	1526	2024
Fund Return	2.52%	-0.07%	11.53%	6.01%	8.83%	7.3%
Place in category	171	38	140	165	164	52
% in Category	75	25	72	78	82	69

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

Top Funds for Age 0-4 Category

Name	Total Assets	YTD%	3Y%	10Y%
MO MOST Missouris 529 Conservative0	228.82M	2.51	5.24	6.36
ME NextGen College Investing Plan 0	125.03M	2.70	7.37	8.40
SC Future Scholar Advisor 529 Age 6	8.98M	1.66	7.05	8.05
SC Future Scholar 529 Direct Age B0	5.42M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Agemz		1.73	7.57	8.59

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Market Idx I	-	44.44	-	-
Vanguard Total Intl Stock Index I	-	30.34	-	-
Vanguard Total Bond Market II Idx I	-	17.64	-	-
Vanguard Total Intl Bd Idx Institutional	-	7.54	-	-

Technical Summary

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

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