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Ny New York's 529 Program Direct Conservative Growth Portfolio (0P0000O6O2)

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25.470 +0.050    +0.20%
22/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.08B
NY New York’s 529 Program Direct Conservative Grow 25.470 +0.050 +0.20%

Ny New York's 529 Program Direct Conservative Growth Portfolio Overview

 
Find basic information about the Ny New York's 529 Program Direct Conservative 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 0P0000O6O2 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 Change11.27%
Prev. Close25.42
Risk Rating
TTM YieldN/A
ROE24.85%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA10.95%
Inception DateNov 14, 2003
Total Assets2.08B
ExpensesN/A
Min. InvestmentN/A
Market Cap97.46B
CategoryStatic Allocation - - 15% to 30% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 1010 1154 1000 1139 1436
Fund Return 5.41% 1.04% 15.41% 0.01% 2.63% 3.69%
Place in category 31 23 11 42 22 5
% in Category 35 31 11 64 42 14

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
  NV Vanguard 529 College Savings Psm 1.81B 19.59 7.38 12.27
  NY New Yorks 529 Program Direct Gro 1.57B 23.62 7.39 15.07

Top Funds for Static Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ID Ideal Idaho College Savings Prop 725.08M 5.15 -0.23 3.25
  IA College Savings Iowa 529 Income 473M 4.68 -0.39 3.16
  OH CollegeAdvantage 529 Vanguard Cg 374.27M 5.26 0.00 3.61
  CO CollegeInvest Direct 529 Conserp 351.58M 5.24 -0.14 3.51
  NV Vanguard 529 College Savings Plg 179.44M 5.38 0.04 3.57

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 52.03 - -
Vanguard Total Intl Bd Idx Institutional - 22.57 - -
Vanguard Total Stock Mkt Idx Instl Sel - 15.41 - -
Vanguard Total Intl Stock Idx Instl Sel - 10.00 - -

Technical Summary

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