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In Indiana 529 Direct Savings Plan U.s. Equity Index Portfolio (0P0000O7ZY)

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61.990 +3.840 +6.60%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.32B

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7ZY Overview

Find basic information about the In Indiana 529 Direct Savings Plan U.s. Equity Index 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 0P0000O7ZY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change34.24%

Prev. Close58.15

Risk Rating

TTM YieldN/A

ROE30.30%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA13.61%

Inception DateSep 19, 2008

Total Assets1.32B

ExpensesN/A

Min. InvestmentN/A

Market Cap208.73B

CategoryStatic Large Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1275	1079	1342	1339	2013	3301
Fund Return	27.47%	7.94%	34.24%	10.22%	15.01%	12.68%
Place in category	107	41	58	120	63	38
% in Category	35	18	19	39	32	29

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	31.97	9.58	15.49
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72
NY New Yorks 529 Program Direct Grp	1.15B	15.28	5.20	8.02

Top Funds for Static Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
AK T Rowe Price 529 Total Equity Ma	3.56B	27.32	10.20	12.45
NH UNIQUE College Investing Plan Fi	3.35B	27.96	11.32	13.22
CA ScholarShare College Savings Pue	2.86B	27.62	10.50	12.84
VA CollegeAmerica 529 Fundamental a	2.63B	25.32	11.38	12.08
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	100.00	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	61.990	+3.840	+6.60%