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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 (0P0000O6JC)

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36.870 +0.800    +2.22%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Hartford Life Insurance Company
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.17M
WV SMART529 Direct Age-Based Portfolio 14-15 36.870 +0.800 +2.22%

Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 Overview

 
Find basic information about the Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 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 0P0000O6JC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9565398370)
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Rating
1-Year Change14.08%
Prev. Close36.07
Risk Rating
TTM YieldN/A
ROE26.06%
IssuerHartford Life Insurance Company
TurnoverN/A
ROA11.59%
Inception DateMar 01, 2002
Total Assets35.17M
ExpensesN/A
Min. InvestmentN/A
Market Cap114.15B
CategoryAge 13 - 14
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1104 1021 1141 1108 1340 1757
Fund Return 10.36% 2.1% 14.08% 3.48% 6.03% 5.8%
Place in category 64 32 78 19 19 1
% in Category 44 26 53 20 21 1

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 91.6M 40.35 7.44 14.59
  WV SMART529 Direct 500 Index Portfo 79.49M 27.93 11.31 13.19
  WV The Hartford SMART529 ChecksBala 46.56M 15.11 5.26 7.72
  WV SMART529 Direct Growth Portfolio 38.53M 17.71 6.26 8.85
  WV The Hartford SMART529 The Hartee 5.73M 16.77 9.96 9.83

Top Funds for Age 13-14 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Tomorrows Scholar 529 Plan Voy13 135.34M 11.28 2.74 5.45
  NY New Yorks 529 Advisor Guided Pra 23.44M 11.79 2.83 5.62
  HI HI529 Hawaiis College Savings 11 7.16M 6.75 0.17 3.13
  WI Tomorrows Scholar 529 Plan Voyaw 4.64M 11.49 2.96 5.71
  NV USAA College Savings Plan Age 14 2.74M 8.90 3.59 4.50

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 28.69 - -
WV SMART529 The Hartford Stable Val A - 25.23 - -
Vanguard Total Bond Market II Idx I - 22.59 - -
Vanguard Total Intl Stock Index I - 12.97 - -
Vanguard Inflation-Protected Secs I - 10.52 - -

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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