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Sc Future Scholar Advisor 529 Columbia Conservative Portfolio I (0P0000O5NM)

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19.980 +0.010    +0.05%
26/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 18.09M
SC Future Scholar Advisor 529 Columbia Conservativ 19.980 +0.010 +0.05%

Sc Future Scholar Advisor 529 Columbia Conservative Portfolio I Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Columbia Conservative Portfolio 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 0P0000O5NM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US36115W5922)
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Rating
1-Year Change5.49%
Prev. Close19.97
Risk Rating
TTM YieldN/A
ROE33.17%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA15.62%
Inception DateJun 20, 2003
Total Assets18.09M
ExpensesN/A
Min. InvestmentN/A
Market Cap325.16B
CategoryStatic Short - Term Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1011 1091 1050 1145 1330
Fund Return 6.34% 1.05% 9.11% 1.64% 2.75% 2.89%
Place in category 15 39 16 84 25 12
% in Category 6 18 7 47 19 8

Top Bond Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Conser 206.35M 6.33 1.75 2.92
  SC Future Scholar Advisor 529 Coluc 29.11M 5.65 0.88 2.12
  SC Future Scholar Advisor 529 Colue 12.09M 5.85 1.15 2.37
  SC Future Scholar 529 Direct Bond I 10.39M 3.10 -1.95 1.47
  SC Future Scholar TIPS Bond ETF 529 4.41M 3.49 -1.82 2.09

Top Funds for Static Short-Term Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV USAA College Savings Plan In Col 836.84M 6.64 4.10 2.57
  SC Future Scholar 529 Direct Conser 206.35M 6.33 1.75 2.92
  IL Bright Directions Fund 20 C 182.47M 6.80 1.59 2.80
  VA CollegeAmerica 529 Intermediate 106.46M 3.60 0.04 1.57
  NH UNIQUE College Investing Plan Co 95.53M 4.10 0.95 1.75

Top Holdings

Name ISIN Weight % Last Change %
Columbia US Treasury Index Inst - 15.87 - -
Columbia Total Return Bond Inst - 10.71 - -
Columbia Quality Income Inst - 8.37 - -
Columbia Corporate Income Inst - 7.89 - -
Columbia Income Opportunities Inst - 5.02 - -

Technical Summary

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