Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Il Bright Directions Northern Funds Small Cap Value 529 Portfolio F (0P0000O757)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
34.310 +0.310    +0.91%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 45.2M
Type:  Fund
Market:  United States
Issuer:  Union Bank & Trust Company (Lincoln, NE)
Asset Class:  Equity
IL Bright Directions Northern Small Cap Value 529 34.310 +0.310 +0.91%

0P0000O757 Overview

 
Find basic information about the Il Bright Directions Northern Funds Small Cap Value 529 Portfolio F 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 0P0000O757 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1089112643)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change3.94%
Prev. Close34
Risk Rating
TTM YieldN/A
ROE11.07%
IssuerUnion Bank & Trust Company (Lincoln, NE)
TurnoverN/A
ROA4.04%
Inception DateApr 30, 2008
Total Assets45.2M
ExpensesN/A
Min. InvestmentN/A
Market Cap3.03B
CategoryStatic Small - Cap Equity
What is your sentiment on IL Bright Directions Northern Small Cap Value 529 ?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1155 1063 1287 1264 1525 2084
Fund Return 15.47% 6.29% 28.66% 8.12% 8.81% 7.62%
Place in category 150 142 149 25 77 52
% in Category 91 88 91 22 83 88

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Northern Stock 68.15M 27.83 11.23 13.06
  IL Bright Directions T Rowe Price I 67.97M 33.11 8.69 16.19
  IL Bright Directions Delaware Smala 56.7M 19.38 5.76 9.20
  IL Bright Directions MFS Value 529 56.68M 19.34 8.66 9.35
  IL Bright Directions AC Value 529 A 55.93M 15.33 9.79 8.24

Top Funds for Static Small-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Delaware Smala 56.7M 19.38 5.76 9.20
  SC Future Scholar 529 Direct Small 46.85M 17.93 6.10 9.94
  IL Bright Directions Northern Smala 47.95M 15.22 7.86 7.35
  IL Bright Directions Delaware Smalf 46.11M 19.65 6.02 9.47
  IL Bright Directions Vanguard Small 45.94M 21.73 10.20 9.50

Top Holdings

Name ISIN Weight % Last Change %
Northern Small Cap Value - 100.00 - -

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O757 Comments

Write your thoughts about Il Bright Directions Northern Funds Small Cap Value 529 Portfolio F
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email