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KS Schwab 529 College Savings Plan Moderately Aggressive Index (0P0000Z811)

US Funds

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32.290 -0.130 -0.40%

27/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.37B

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KS Schwab 529 College Savings Plan Moderately Aggressive Index Overview

Find basic information about the KS Schwab 529 College Savings Plan Moderately Aggressive Index 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 0P0000Z811 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4853058828)

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Rating

1-Year Change27.38%

Prev. Close32.42

Risk Rating

TTM YieldN/A

ROE25.55%

IssuerN/A

TurnoverN/A

ROA11.28%

Inception DateJul 01, 2013

Total Assets1.37B

ExpensesN/A

Min. InvestmentN/A

Market Cap113.96B

CategoryStatic Allocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1035	1039	1192	1586	1579	2883
Fund Return	3.46%	3.93%	19.2%	16.62%	9.57%	11.17%
Place in category	116	112	70	41	23	11
% in Category	87	85	58	36	15	14

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderate Index		1.07B	2.96	13.83	9.07
	KS Advisor Disciplined Growth A		3.53M	-3.87	22.57	14.42

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

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	1.33B	-1.35	13.79	9.47
CO CollegeInvest Direct 529 Growth	1.04B	-1.34	13.37	9.32
IA College Savings Iowa 529 Growthg	635.39M	-1.38	14.23	9.71
OH CollegeAdvantage 529 Vanguard Gr	491.15M	-1.29	13.58	9.29
CA ScholarShare Passive Growth	445.18M	3.61	15.40	10.15

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	44.90	-	-
Schwab International Index	-	20.31	-	-
Schwab Small Cap Index	-	15.07	-	-
Vanguard Total Bond Market Idx InstlPls	-	14.83	-	-

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

Start Trading With Top Industry Brokers

Brokers	Regulation	Minimum Deposit
	Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia)	$20	Start Trading

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Recent Quotes

Name	Price	Chg.	Chg. %
KS Schwab Moderat.	32.290	-0.130	-0.40%
NY New York’s 529.	62.710	+0.540	+0.87%
CA ScholarShare C.	34.130	-1.710	-4.77%