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Me Nextgen College Investing Plan Direct Ishares 2029 Enrollment Portfolio (0P0000Q2SV)

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23.570 -0.610    -2.52%
31/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 125.03M
Type:  Fund
Market:  United States
Issuer:  Merrill Lynch Pierce Fenner & Smith
Asset Class:  Equity
ME NextGen College Investing Plan iShares Age-Base 23.570 -0.610 -2.52%

0P0000Q2SV Overview

 
Find basic information about the Me Nextgen College Investing Plan Direct Ishares 2029 Enrollment 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 0P0000Q2SV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US99861VGK17)
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Rating
1-Year Change22.06%
Prev. Close24.18
Risk Rating
TTM YieldN/A
ROE24.87%
IssuerMerrill Lynch Pierce Fenner & Smith
TurnoverN/A
ROA10.82%
Inception DateSep 20, 2010
Total Assets125.03M
ExpensesN/A
Min. InvestmentN/A
Market Cap99.34B
CategoryAge 11 - 12
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1085 1012 1221 1029 1280 1691
Fund Return 8.47% 1.25% 22.06% 0.95% 5.07% 5.39%
Place in category 84 78 41 131 92 16
% in Category 56 52 30 79 64 41

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan a 175.9M 24.32 7.43 14.52
  ME NextGen iShares Ages 8 10 A 150.92M 10.28 1.65 6.02
  ME NextGen College Investing Plan d 125.03M 20.72 8.86 12.80
  ME NextGen College Investing Plan 0 125.03M 13.78 3.99 8.45
  ME NextGen College Investing Plan 8 125.03M 10.60 1.99 6.41

Top Funds for Age 11-12 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Age B9 182.94M 9.42 2.62 6.32
  SC Future Scholar 529 Direct Age c9 6.98 1.70 4.44

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core US Aggregate Bond US4642872265 34.44 97.81 +0.07%
  iShares Core S&P Total U.S. Stock Market US4642871507 32.42 131.67 +0.48%
iShares Core MSCI Total Intl Stk ETF - 18.95 - -
iShares 20+ Year Treasury Bond ETF - 6.87 - -
  iShares TIPS Bond US4642871762 5.18 107.75 +0.06%

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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