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Oh Collegeadvantage 529 Vanguard Conservative Growth Index Portfolio (0P0000O7YA)

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25.970 -0.070    -0.27%
13/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Ohio Tuition Trust Authority
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 374.27M
OH CollegeAdvantage 529 Vanguard Conservative Grow 25.970 -0.070 -0.27%

Oh Collegeadvantage 529 Vanguard Conservative Growth Index Portfolio Overview

 
Find basic information about the Oh Collegeadvantage 529 Vanguard Conservative Growth Index 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 0P0000O7YA 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 Change7.58%
Prev. Close26.04
Risk Rating
TTM YieldN/A
ROE24.84%
IssuerOhio Tuition Trust Authority
TurnoverN/A
ROA10.95%
Inception DateMay 24, 2004
Total Assets374.27M
ExpensesN/A
Min. InvestmentN/A
Market Cap97.38B
CategoryStatic Allocation - - 15% to 30% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1072 1013 1115 1021 1151 1438
Fund Return 7.19% 1.32% 11.49% 0.69% 2.85% 3.7%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Ohio Tuition Trust Authority

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 16.91 5.91 8.47
  OH CollegeAdvantage 529 Vanguard 50 650.63M 27.91 11.27 13.17
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 11.24 3.02 5.84
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 15.26 5.26 7.85
  OH CollegeAdvantage 529 Vanguard Mo 122.29M 32.43 4.15 14.45

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Cog 2.08B 7.37 0.72 3.76
  ID Ideal Idaho College Savings Prop 725.08M 7.05 0.46 3.35
  IA College Savings Iowa 529 Income 473M 6.43 0.19 3.24
  CO CollegeInvest Direct 529 Conserp 351.58M 7.16 0.56 3.59
  NV Vanguard 529 College Savings Plg 179.44M 7.16 0.68 3.65

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 52.32 - -
Vanguard Total Intl Bd Idx Institutional - 22.65 - -
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 15.21 - -
Vanguard Total Intl Stock Idx InstlPls - 9.88 - -

Technical Summary

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