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Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A (0P0000O6OK)

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32.670 +0.020    +0.06%
13/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 244.86M
Type:  Fund
Market:  United States
Asset Class:  Equity
SC Future Scholar Advisor 529 Columbia Moderate Po 32.670 +0.020 +0.06%

0P0000O6OK Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A 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 0P0000O6OK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US36117E5740)
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Rating
1-Year Change12.42%
Prev. Close32.65
Risk Rating
TTM YieldN/A
ROE26.34%
IssuerN/A
TurnoverN/A
ROA10.84%
Inception DateMar 13, 2002
Total Assets244.86M
ExpensesN/A
Min. InvestmentN/A
Market Cap74.5B
CategoryStatic Allocation - - 30% to 50% Equity
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1007 1007 1088 1018 1283 1670
Fund Return 0.73% 0.66% 8.83% 0.59% 5.12% 5.26%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 362.25M 3.38 4.37 9.02
  SC Future Scholar Advisor 529 Modea 324.94M 1.20 1.04 6.28
  SC Future Scholar 529 Direct Age B6 210.74M 1.36 1.95 6.68
  SC Future Scholar 529 Direct Modera 210.74M 1.36 1.95 6.68
  SC Scholar Conservative Track 12 15 206.35M -0.31 0.19 2.53

Top Funds for Static Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Mog 2.21B 0.63 0.53 5.57
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 0.60 0.49 5.31
  IA College Savings Iowa 529 Conserv 512.94M -0.03 -0.37 4.41
  CO CollegeInvest Direct 529 Moderat 470.74M 0.57 0.37 5.29
  NV Vanguard 529 College Savings Plm 285.64M 0.62 0.53 5.20

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.10 - -
Columbia US Treasury Index Inst - 12.42 - -
Columbia Large Cap Index Inst - 10.10 - -
Columbia Quality Income Inst - 8.44 - -
Columbia Mid Cap Index Inst - 8.35 - -

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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