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Sc Future Scholar Advisor 529 Columbia Dividend Income Portfolio C (0P0000X527)

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35.510 +0.370    +1.05%
21/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.88M
SC Future Scholar Advisor 529 Columbia Dividend In 35.510 +0.370 +1.05%

Sc Future Scholar Advisor 529 Columbia Dividend Income Portfolio C Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Columbia Dividend Income Portfolio C 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 0P0000X527 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US36117D7259)
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Rating
1-Year Change23.34%
Prev. Close35.14
Risk Rating
TTM YieldN/A
ROE27.87%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA8.39%
Inception DateOct 01, 2012
Total Assets11.88M
ExpensesN/A
Min. InvestmentN/A
Market Cap182.39B
CategoryStatic Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1141 1030 1263 1213 1640 2537
Fund Return 14.08% 2.96% 26.35% 6.65% 10.4% 9.76%
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 383.26M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 335.63M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.66M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.77M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 219.42M 13.43 5.02 9.01

Top Funds for Static Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Val 1.22B 17.24 9.09 10.33
  NV Vanguard 529 College Savings Pla 439.05M 17.23 9.07 10.25
  VA CollegeAmerica 529 Washington Mu 217.88M 17.65 9.89 11.56
  NY New Yorks Advisor Eq Inc Port A 170.3M 14.75 6.37 9.38
  NE NEST Direct 529 Vanguard Equity 70.13M 15.05 10.38 10.05

Top Holdings

Name ISIN Weight % Last Change %
Columbia Dividend Income Inst - 100.00 - -

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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