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Ar Bright Future Direct Plan Conservative Growth (0P0000O5KB)

US Funds

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21.080 0.000 0%

14/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 58.14M

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0P0000O5KB Holdings

Comprehensive information about top holdings and Key Holding Information for the AR GIFT College Investing Plan Conservative Growth (0P0000O5KB) fund. Our AR GIFT College Investing Plan Conservative Growth portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.040	15.810	15.770
Stocks	25.260	25.260	0.000
Bonds	74.640	74.710	0.070
Convertible	0.050	0.050	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.064	16.774
Price to Book	2.501	2.461
Price to Sales	1.826	1.783
Price to Cash Flow	11.272	11.086
Dividend Yield	2.135	2.207
5 Years Earnings Growth	11.430	11.324

Sector Allocation

Name	Net %	Category Average
Technology	23.650	23.295
Financial Services	16.030	16.019
Industrials	11.380	11.339
Healthcare	10.860	10.808
Consumer Cyclical	10.690	10.672
Communication Services	7.160	7.173
Consumer Defensive	6.010	6.118
Basic Materials	4.340	4.404
Energy	4.030	4.178
Real Estate	3.050	3.031
Utilities	2.810	2.966

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	52.06	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.44	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	15.21	-	-
Vanguard Total Intl Stock Idx InstlPls	-	10.26	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AR GIFT College I.	21.080	0.000	0%