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Sc Future Scholar 529 (direct) Small Cap Index Portfolio (0P0000O6SU)

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55.180 -0.400    -0.72%
07/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 49.31M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Small Cap Index Portf 55.180 -0.400 -0.72%

0P0000O6SU Overview

 
Find basic information about the Sc Future Scholar 529 (direct) Small Cap 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 0P0000O6SU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US36115X3439)
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Rating
1-Year Change37.4%
Prev. Close55.58
Risk Rating
TTM YieldN/A
ROE10.32%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA4.03%
Inception DateJul 05, 2005
Total Assets49.31M
ExpensesN/A
Min. InvestmentN/A
Market Cap2.9B
CategoryStatic Small - Cap Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1100 1256 1117 1608 2549
Fund Return 9.19% 10.04% 25.63% 3.76% 9.97% 9.81%
Place in category 132 13 91 55 29 5
% in Category 85 11 57 46 47 11

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 381.69M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 334.96M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 261.6M 11.34 3.69 6.14
  SC Future Scholar 529 Direct Large 242.46M 21.89 11.73 13.17
  SC Future Scholar 529 Direct Growth 218.6M 15.62 7.31 9.42

Top Funds for Static Small-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Delaware Smala 56.7M 7.36 0.89 8.02
  IL Bright Directions Northern Smala 47.95M 5.46 3.94 6.38
  IL Bright Directions Delaware Smalf 46.11M 7.60 1.16 8.29
  IL Bright Directions Vanguard Small 45.94M 11.96 6.07 8.72
  IL Bright Directions Northern Smalf 45.2M 5.65 4.19 6.64

Top Holdings

Name ISIN Weight % Last Change %
Columbia Small Cap Index Inst - 100.00 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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