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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

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16.930 -0.270    -1.57%
31/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 156.25M
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
NE NEST Direct 529 Age-Based Aggressive Investment 16.930 -0.270 -1.57%

0P0000RZCV Overview

 
Find basic information about the Ne Nest Direct College Savings Plan Age-based Aggressive 19+ 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 0P0000RZCV 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 Change13.09%
Prev. Close17.2
Risk Rating
TTM YieldN/A
ROE25.37%
IssuerFirst National Bank Of Omaha
TurnoverN/A
ROA10.97%
Inception DateDec 17, 2010
Total Assets156.25M
ExpensesN/A
Min. InvestmentN/A
Market Cap115.67B
CategoryAge 19+
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 1011 1131 1040 1168 1407
Fund Return 5.42% 1.14% 13.09% 1.31% 3.15% 3.48%
Place in category 24 27 13 71 16 1
% in Category 14 17 8 46 12 1

Top Equity Funds by Union Bank & Trust Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 250.71M 20.83 11.37 12.60
  NE NEST Direct 529 Growth Static In 195.93M 12.17 5.04 8.50
  NE TD Ameritrade 529 T Rowe Price L 165.54M 24.51 7.69 15.29
  NE NEST Direct 529 T Rowe Price Lar 163.39M 24.53 7.70 15.41
  NE NEST Direct 529 Vanguard Equity 70.13M 15.05 10.38 10.05

Top Funds for Age 19+ Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MO MOST Missouris 529 Aggressive 19 143.73M 4.68 -0.41 3.13
  WV SMART529 Direct Age Based 18+ 68.1M 3.88 1.93 2.94
  SC Future Scholar Advisor 529 Age18 11.63M 4.97 1.20 2.82
  WI Voya Age 18 Option W 9.93M 5.35 0.33 2.85
  NV USAA College Savings Plan Age 18 802.36K 5.65 3.76 2.50

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Short-Term Bond Idx InstlPls - 24.97 - -
Vanguard Total Bond Market Idx InstlPls - 14.95 - -
TCW MetWest Total Return Bd Plan - 14.94 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Ins - 11.00 - -
Vanguard Total Stock Mkt Idx Instl Pls - 8.06 - -

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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