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Sc Future Scholar Advisor 529 Age-based Conservative 6-7 Years I (0P0000X5EL)

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41.200 -0.260    -0.63%
15/11 - 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 Advisor 529 Age-Based Conservati 41.200 -0.260 -0.63%

Sc Future Scholar Advisor 529 Age-based Conservative 6-7 Years I Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Age-based Conservative 6-7 Years I 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 0P0000X5EL 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 Change17.11%
Prev. Close41.46
Risk Rating
TTM YieldN/A
ROE25.68%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.36%
Inception DateOct 01, 2012
Total AssetsN/A
ExpensesN/A
Min. InvestmentN/A
Market Cap79.45B
CategoryAge 7 - 8
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1093 1010 1222 1074 1365 1791
Fund Return 9.31% 1.04% 22.15% 2.42% 6.42% 6%
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 376.92M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 331.94M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 259.65M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 240.81M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 216.43M 13.43 5.02 9.01

Top Funds for Age 7-8 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ID Ideal Idaho College Savings Pr19 11.47 3.24 7.26
  SC Future Scholar 529 Direct Age c6 9.42 2.62 6.32
  SC Future Scholar 529 Direct Age m6 10.56 3.28 7.21
  SC Future Scholar Advisor 529 Age6e 8.87 1.91 5.47
  SC Future Scholar Advisor 529 Age B 10.50 2.91 7.04

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.11 - -
Columbia US Treasury Index Inst - 12.36 - -
Columbia Large Cap Index Inst - 10.18 - -
Columbia Corporate Income Inst - 9.26 - -
Columbia Quality Income Inst - 8.39 - -

Technical Summary

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