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Mo Most Missouri's 529 Vanguard Growth Portfolio (0P0000O63I)

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35.540 -0.100    -0.28%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 236.13M
MO MOST Missouri’s 529 Vanguard Growth Portfolio 35.540 -0.100 -0.28%

Mo Most Missouri's 529 Vanguard Growth Portfolio Overview

 
Find basic information about the Mo Most Missouri's 529 Vanguard 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 0P0000O63I 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 Change22.52%
Prev. Close35.64
Risk Rating
TTM YieldN/A
ROE24.85%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA10.78%
Inception DateJun 02, 2006
Total Assets236.13M
ExpensesN/A
Min. InvestmentN/A
Market Cap98.03B
CategoryStatic Allocation - - 70% to 85% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 1019 1273 1117 1527 2142
Fund Return 12.34% 1.87% 27.26% 3.77% 8.83% 7.91%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 11.73 3.46 7.89
  NV Vanguard 529 College Savings Plp 2.5B 20.84 8.94 12.83
  NY New Yorks 529 Program Direct Mog 2.21B 8.59 1.87 5.86
  NY New Yorks 529 Program Direct Cog 2.08B 5.41 0.01 3.69
  NV Vanguard 529 College Savings Psm 1.81B 19.59 7.38 12.27

Top Funds for Static Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 11.73 3.46 7.89
  KS Schwab Moderately Aggressive Ind 1.04B 12.54 4.47 8.36
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 11.70 3.52 7.69
  IA College Savings Iowa 529 Growthg 488.82M 12.33 3.70 7.93
  CO CollegeInvest Direct 529 Growth 453.55M 11.56 3.33 7.66

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 48.19 - -
Vanguard Total Intl Stock Idx InstlPls - 32.35 - -
Vanguard Total Bond Market II Idx I - 13.55 - -
Vanguard Total Intl Bd Idx Institutional - 5.84 - -

Technical Summary

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