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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

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17.190 +0.260    +1.54%
29/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 158.73M
NE NEST Direct 529 Age-Based Aggressive Investment 17.190 +0.260 +1.54%

Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio Overview

 
Find basic information about the Ne Nest Direct College Savings Plan Age-based Aggressive 19+ 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 0P0000RZCV 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 Change10.48%
Prev. Close16.93
Risk Rating
TTM YieldN/A
ROE25.37%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA10.97%
Inception DateDec 17, 2010
Total Assets158.73M
ExpensesN/A
Min. InvestmentN/A
Market Cap115.67B
CategoryAge 19+
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1013 1105 1049 1177 1419
Fund Return 7.04% 1.3% 10.48% 1.62% 3.32% 3.57%
Place in category 20 19 10 79 16 2
% in Category 13 13 8 50 13 3

Top Equity Funds by Union Bank & Trust Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 265.52M 27.90 11.23 12.95
  NE NEST Direct 529 Growth Static In 203.25M 16.09 5.57 8.71
  NE TD Ameritrade 529 T Rowe Price L 175.85M 32.63 8.25 15.80
  NE NEST Direct 529 T Rowe Price Lar 173.83M 32.63 8.25 15.92
  NE NEST Direct 529 Vanguard Equity 73.41M 20.72 11.43 10.31

Top Funds for Age 19+ Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MO MOST Missouris 529 Aggressive 19 143.73M 6.43 0.17 3.21
  WV SMART529 Direct Age Based 18+ 69.04M 4.71 2.22 2.98
  SC Future Scholar Advisor 529 Age18 11.63M 6.34 1.64 2.89
  WI Voya Age 18 Option W 9.62M 6.46 0.88 2.93
  NV USAA College Savings Plan Age 18 802.36K 6.64 4.10 2.57

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Short-Term Bond Idx InstlPls - 24.97 - -
Vanguard Total Bond Market Idx InstlPls - 14.95 - -
TCW MetWest Total Return Bd Plan - 14.94 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Ins - 11.00 - -
Vanguard Total Stock Mkt Idx Instl Pls - 8.06 - -

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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