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Ne Nest Advisor College Savings Plan Spdr S&p Dividend Etf Investment Option C (0P0000WGEK)

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13.770 -0.390    -2.75%
31/10 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.85M
NE NEST Advisor 529 SPDR S&P Dividend ETF Investme 13.770 -0.390 -2.75%

Ne Nest Advisor College Savings Plan Spdr S&p Dividend Etf Investment Option C Overview

 
Find basic information about the Ne Nest Advisor College Savings Plan Spdr S&p Dividend Etf Investment Option C 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 0P0000WGEK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US63967N3483)
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Rating
1-Year Change - 48.7%
Prev. Close14.16
Risk Rating
TTM YieldN/A
ROE25.01%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA7.72%
Inception DateJun 22, 2012
Total Assets2.85M
ExpensesN/A
Min. InvestmentN/A
Market Cap45.27B
CategoryStatic Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1120 1029 1258 1182 590 905
Fund Return 11.95% 2.91% 25.75% 5.73% -10% -1%
Place in category 138 65 128 109 112 87
% in Category 81 42 77 78 100 100

Top Equity Funds by First National Bank Of Omaha

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 250.71M 20.83 11.37 12.60
  NE NEST Direct 529 Growth Static In 195.93M 12.17 5.04 8.50
  NE TD Ameritrade 529 T Rowe Price L 165.54M 24.51 7.69 15.29
  NE NEST Direct 529 T Rowe Price Lar 163.39M 24.53 7.70 15.41
  NE NEST Direct 529 Age Based Aggr19 156.25M 5.42 1.31 3.48

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Val 1.22B 17.24 9.09 10.33
  NV Vanguard 529 College Savings Pla 439.05M 17.23 9.07 10.25
  VA CollegeAmerica 529 Washington Mu 217.88M 17.65 9.89 11.56
  NY New Yorks Advisor Eq Inc Port A 170.3M 14.75 6.37 9.38
  NE NEST Direct 529 Vanguard Equity 70.13M 15.05 10.38 10.05

Top Holdings

Name ISIN Weight % Last Change %
  SPDR S&P Dividend US78464A7634 100.00 142.31 +0.73%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Neutral Sell
Technical Indicators BUY Sell Sell
Summary Neutral Neutral Sell
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