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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 (0P0000O6JC)

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34.590 +0.840    +2.49%
31/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 33.04M
Type:  Fund
Market:  United States
Issuer:  Hartford Life Insurance Company
Asset Class:  Equity
WV SMART529 Direct Age-Based Portfolio 14-15 34.590 +0.840 +2.49%

0P0000O6JC Overview

 
Find basic information about the Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 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 0P0000O6JC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9565398370)
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Rating
1-Year Change10.72%
Prev. Close33.75
Risk Rating
TTM YieldN/A
ROE25.24%
IssuerHartford Life Insurance Company
TurnoverN/A
ROA10.21%
Inception DateMar 01, 2002
Total Assets33.04M
ExpensesN/A
Min. InvestmentN/A
Market Cap96.43B
CategoryAge 13 - 14
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1035 1019 1107 1065 1342 1689
Fund Return 3.53% 1.86% 10.72% 2.13% 6.06% 5.38%
Place in category 51 61 85 11 20 2
% in Category 33 36 51 11 20 4

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 78.02M 18.49 3.21 13.92
  WV SMART529 Direct 500 Index Portfo 67.27M 11.24 9.44 12.53
  WV The Hartford SMART529 ChecksBala 44.42M 5.63 3.06 7.28
  WV SMART529 Direct Growth Portfolio 35.8M 6.94 4.00 8.18
  WV The Hartford SMART529 The Hartee 5.66M 5.03 6.45 9.14

Top Funds for Age 13-14 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Tomorrows Scholar 529 Plan Voy13 132.22M 0.43 1.73 5.21
  NY New Yorks 529 Advisor Guided Pra 20.18M 4.00 0.73 5.11
  WI Tomorrows Scholar 529 Plan Voyaw 4.25M 0.47 1.99 5.47
  NV USAA College Savings Plan Age 14 2.74M 3.43 2.11 4.03
  LA START Agrsv 13 15 Con Growth 2.51 0.30 4.46

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 28.24 - -
WV SMART529 The Hartford Stable Val A - 25.32 - -
Vanguard Total Bond Market II Idx I - 22.42 - -
Vanguard Total Intl Stock Index I - 13.52 - -
Vanguard Inflation-Protected Secs I - 10.49 - -

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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