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Co Scholars Choice 529 Balanced 50/50 O (0P0000O5LS)

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33.000 -0.140    -0.42%
16/07 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 16.69M
Type:  Fund
Market:  United States
Issuer:  Legg Mason Global Asset Allocation, LLC
Asset Class:  Equity
CO Scholars Choice 529 Balanced 50/50 O 33.000 -0.140 -0.42%

0P0000O5LS Overview

 
Find basic information about the Co Scholars Choice 529 Balanced 50/50 O 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 0P0000O5LS MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US80705P5750)
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Rating
1-Year Change0%
Prev. Close33.14
Risk Rating
TTM YieldN/A
ROE21.46%
IssuerLegg Mason Global Asset Allocation, LLC
TurnoverN/A
ROA7.76%
Inception DateOct 26, 1999
Total Assets16.69M
ExpensesN/A
Min. InvestmentN/A
Market Cap72.86B
CategoryStatic Allocation - - 30% to 50% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1064 1045 1206 1330 1550 2077
Fund Return 6.44% 4.49% 20.61% 9.98% 9.17% 7.58%
Place in category 31 23 26 25 14 11
% in Category 23 17 19 24 19 21

Top Equity Funds by Legg Mason Global Asset Management Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  CO Scholars Choice 529 Internationa 508.26K 8.63 13.86 -

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Mog 2.21B 0.63 0.53 5.57
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 0.60 0.49 5.31
  IA College Savings Iowa 529 Conserv 512.94M -0.03 -0.37 4.41
  CO CollegeInvest Direct 529 Moderat 470.74M 0.57 0.37 5.29
  NV Vanguard 529 College Savings Plm 285.64M 0.62 0.53 5.20

Top Holdings

Name ISIN Weight % Last Change %
Western Asset Core Plus Bond IS - 26.29 - -
QS US Large Cap Equity IS - 13.50 - -
Western Asset Short-Term Bond IS - 9.38 - -
BrandywineGLOBAL Global Opp Bd USDH IS - 8.64 - -
QS Global Dividend IS - 7.74 - -

Technical Summary

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