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Ak T. Rowe Price 529 Total Equity Market Index Portfolio (0P0000O5YU)

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53.470 +1.680    +3.24%
31/03 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.41B
AK T. Rowe Price 529 Total Equity Market Index Por 53.470 +1.680 +3.24%

0P0000O5YU Overview

 
Find basic information about the Ak T. Rowe Price 529 Total Equity Market 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 0P0000O5YU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change28.81%
Prev. Close51.79
Risk Rating
TTM YieldN/A
ROE27.47%
IssuerN/A
TurnoverN/A
ROA10.67%
Inception DateMay 31, 2006
Total Assets3.41B
ExpensesN/A
Min. InvestmentN/A
Market Cap122.49B
CategoryStatic Large Blend
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Ak T. Rowe Price 529 Total Equity Market Index Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1097 1288 1306 1904 3068
Fund Return 9.75% 9.75% 28.81% 9.32% 13.74% 11.86%
Place in category 198 198 150 144 91 66
% in Category 58 58 48 52 47 45

Top Equity Funds by T. Rowe Price Associates, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  MD Maryland College Investment Plap 1.29B 2.49 1.79 5.75
  AK T Rowe Price 529 for College 527.71M 1.70 0.65 3.28
  AK University of Alaska College Sae 458.16M 9.75 9.32 11.86
  AK John Hancock Freedom 529 Blue Ch 233.56M 11.61 5.74 12.69
  AK John Hancock Freedom 529 Futurea 195.72M 12.60 6.23 13.10

Top Funds for Static Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA CollegeAmerica 529 Fundamental a 2.63B 11.46 10.40 11.75
  NH UNIQUE College Investing Plan Fi 2.58B 10.54 11.39 12.82
  NV Vanguard 529 College Savings Plp 2.5B 10.52 11.34 12.78
  CA ScholarShare College Savings Pue 2.37B 10.01 9.75 12.27
  VA Invest529 Total Stock Market Ind 1.96B 9.55 9.59 12.18

Top Holdings

Name ISIN Weight % Last Change %
T. Rowe Price Equity Index 500 I - 79.74 - -
T. Rowe Price Mid-Cap Index I - 10.20 - -
T. Rowe Price Small-Cap Index I - 10.06 - -

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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