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Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years (0P0000X5FP)

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43.320 -0.290    -0.66%
12/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar 529 Direct Age-Based Conservativ 43.320 -0.290 -0.66%

Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years 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 0P0000X5FP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US36117A3582)
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Rating
1-Year Change21.07%
Prev. Close43.61
Risk Rating
TTM YieldN/A
ROE25.97%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.45%
Inception DateOct 01, 2012
Total AssetsN/A
ExpensesN/A
Min. InvestmentN/A
Market Cap81.49B
CategoryAge 5 - 6
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 1012 1247 1102 1448 2006
Fund Return 10.56% 1.2% 24.66% 3.28% 7.69% 7.21%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.54M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 336.31M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.65M 11.34 3.69 6.14
  SC Future Scholar 529 Direct Large 245.3M 21.89 11.73 13.17
  SC Future Scholar 529 Direct Growth 219.91M 15.62 7.31 9.42

Top Funds for Age 5-6 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV SMART529 Direct Age Based 0 8 25.36M 15.80 6.60 9.01
  SC Future Scholar Advisor 529 Age0z 10.08M 10.50 2.91 7.04

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 36.22 - -
Vanguard Developed Markets Index Ins Pls - 10.57 - -
Columbia Mid Cap Index Inst - 10.13 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 8.53 58.27 +0.07%
  Vanguard Mortgage-Backed Securities US92206C7719 7.81 45.63 +0.15%

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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