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Multi Asset

AGPOA

Aggressive Growth Fund 529 Option

Overview

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Performance

Performance

  • Returns

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

This fund does not have any distributions.

Key Facts

Key Facts

Net Assets as of Oct 14, 2019 $230,831,471
Size of Fund (Millions) $255.8 M
Share Class launch date Oct 08, 2010
Asset Class MultiAsset
Benchmark Index 80% Russell 3000 Index 20% MSCI EAFE Index
Shares Outstanding 10,081,345
Number of Holdings as of Sep 30, 2019 7

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for Aggressive Growth Fund 529 Option, Class A, as of Sep 30, 2019 rated against 34 Static Allocation--85%+ Equity Funds.

Holdings

Holdings

as of Sep 30, 2019
Name Weight (%)
ISHARES RUSSELL 1000 ETF 30.32
ISHARES CORE MSCI EAFE ETF 9.82
MICROSOFT CORP 1.70
AMAZON COM INC 1.64
MASTERCARD INC CLASS A 0.94
Name Weight (%)
APPLE INC 0.84
VERIZON COMMUNICATIONS INC 0.73
VISA INC CLASS A 0.73
FACEBOOK CLASS A INC 0.70
JPMORGAN CHASE & CO 0.69

Portfolio Managers

Portfolio Managers

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Justin Christofel, CFA
Portfolio Manager, Multi-Asset Portfolio Strategies

   

Jeremy Ehrlich
Jeremy Ehrlich
Richard Murrall
Director, Global Tactical Asset Allocation

    

Vidya Gunasekaran
Vidya Gunasekaran
Portfolio Manager

Literature

Literature

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