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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Growth Portfolio (0P0000O6MT)

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52.290 -1.100    -2.06%
31/10 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 37.56M
Type:  Fund
Market:  United States
Asset Class:  Equity
WV SMART529 Direct Growth Portfolio 52.290 -1.100 -2.06%

0P0000O6MT Overview

 
Find basic information about the Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Growth 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 0P0000O6MT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9565396622)
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Rating
1-Year Change28.67%
Prev. Close53.39
Risk Rating
TTM YieldN/A
ROE26.06%
IssuerN/A
TurnoverN/A
ROA11.41%
Inception DateMar 01, 2002
Total Assets37.56M
ExpensesN/A
Min. InvestmentN/A
Market Cap113.48B
CategoryStatic Allocation - - 70% to 85% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1021 1287 1134 1603 2281
Fund Return 13.38% 2.09% 28.67% 4.27% 9.9% 8.6%
Place in category 29 46 31 35 18 10
% in Category 13 17 13 22 12 10

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 85.2M 30.77 3.46 14.24
  WV SMART529 Direct 500 Index Portfo 74.43M 20.86 8.96 12.85
  WV The Hartford SMART529 ChecksBala 44.97M 11.08 3.38 7.54
  WV SMART529 Direct Age Based Portfo 34.22M 7.96 2.45 5.67
  WV The Hartford SMART529 The Hartee 5.66M 12.17 7.37 9.61

Top Funds for Static Allocation--70% to 85% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 11.73 3.46 7.89
  KS Schwab Moderately Aggressive Ind 1.04B 12.54 4.47 8.36
  OH CollegeAdvantage 529 Vanguard Gr 516.02M 11.70 3.52 7.69
  IA College Savings Iowa 529 Growthg 488.82M 12.33 3.70 7.93
  CO CollegeInvest Direct 529 Growth 453.55M 11.56 3.33 7.66

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 56.00 - -
Vanguard Total Intl Stock Index I - 26.33 - -
Vanguard Total Bond Market II Idx I - 12.28 - -
Vanguard Inflation-Protected Secs I - 5.39 - -

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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