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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

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32.410 +0.080 +0.25%

23/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 470.74M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5RA Overview

Find basic information about the Co Collegeinvest Direct 529 Moderate Growth Portfolio 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 0P0000O5RA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Technical Chart

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Rating

1-Year Change9.56%

Prev. Close32.33

Risk Rating

TTM YieldN/A

ROE24.82%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA10.83%

Inception DateOct 22, 2004

Total Assets470.74M

ExpensesN/A

Min. InvestmentN/A

Market Cap100.76B

CategoryStatic Allocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1112	1021	1160	1090	1323	1755
Fund Return	11.16%	2.11%	16.02%	2.91%	5.75%	5.79%
Place in category	35	40	34	46	31	17
% in Category	28	31	27	43	29	28

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	15.28	5.20	8.02
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Mog	2.21B	11.32	3.07	5.96
NY New Yorks 529 Program Direct Cog	2.08B	7.37	0.72	3.76
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72

Top Funds for Static Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Mog	2.21B	11.32	3.07	5.96
OH CollegeAdvantage 529 Vanguard Mg	548.55M	11.24	3.02	5.84
IA College Savings Iowa 529 Conserv	512.94M	9.57	1.93	4.90
NV Vanguard 529 College Savings Plm	285.64M	11.53	3.13	5.81
SC Future Scholar Advisor 529 Colua	260.66M	12.86	3.73	5.97

Top Holdings

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	34.92	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.19	-	-
Vanguard Total Intl Stock Idx InstlPls	-	19.86	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.00	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	32.410	+0.080	+0.25%