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Or Oregon College Savings Plan Balanced Index Portfolio (0P0000O7QL)

US Funds

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15.570 +0.010 +0.06%

18/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 118.71M

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Or Oregon College Savings Plan Balanced Index Portfolio Overview

Find basic information about the Or Oregon College Savings Plan Balanced 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 0P0000O7QL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Technical Chart

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Rating

1-Year Change12.67%

Prev. Close15.56

Risk Rating

TTM YieldN/A

ROE24.85%

IssuerN/A

TurnoverN/A

ROA10.78%

Inception DateMar 19, 2010

Total Assets118.71M

ExpensesN/A

Min. InvestmentN/A

Market Cap97.95B

CategoryStatic Allocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	1023	1177	1110	1404	-
Fund Return	12.49%	2.26%	17.74%	3.55%	7.02%	-
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.92B	23.71	7.97	12.49
MI Education Savings Program US Equ	880.97M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	855.02M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	652.49M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	557.25M	3.09	11.03	-

Top Funds for Static Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	2.27	6.05	8.68
VA CollegeAmerica 529 American Bala	5.92B	2.89	6.99	8.53
KS Schwab Moderate Index	851.61M	2.25	5.06	7.11
VA CollegeAmerica 529 American Funa	684.54M	2.99	5.39	7.49
VA Invest529 Moderate Growth	507.23M	10.22	2.41	6.43

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Idx InstlPls	-	39.32	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	36.31	-	-
Vanguard Total Intl Stock Idx InstlPls	-	24.37	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	OR Oregon College.	15.570	+0.010	+0.06%