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Il Bright Directions Calvert Equity 529 Portfolio E (0P0000O56G)

US Funds

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59.320 +0.040 +0.07%

26/12 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Union Bank & Trust Company (Lincoln, NE)

Asset Class: Equity

Morningstar Rating:
Total Assets: 41.04M

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0P0000O56G Holdings

Comprehensive information about top holdings and Key Holding Information for the IL Bright Directions Calvert Equity 529 Portfolio (0P0000O56G) fund. Our IL Bright Directions Calvert Equity 529 Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	3.780	3.780
Stocks	96.180	96.180
Bonds	0.010	0.010
Preferred	0.010	0.010
Other	0.020	0.020

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.683	28.394
Price to Book	5.679	7.207
Price to Sales	4.532	4.732
Price to Cash Flow	21.292	19.408
Dividend Yield	0.998	0.707
5 Years Earnings Growth	11.464	16.976

Sector Allocation

Name	Net %	Category Average
Technology	23.540	41.081
Financial Services	21.780	7.714
Healthcare	16.360	12.207
Industrials	9.240	6.102
Consumer Cyclical	7.660	13.658
Basic Materials	7.550	1.739
Communication Services	6.090	13.051
Consumer Defensive	4.080	2.924
Real Estate	3.710	1.560

Region Allocation

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Calvert Equity I	-	100.00	-	-

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

Name	Total Assets	YTD%	3Y%	10Y%
IL Bright Directions Northern Stock	68.15M	27.83	11.23	13.06
IL Bright Directions T Rowe Price I	67.97M	33.11	8.69	16.19
IL Bright Directions Delaware Smala	56.7M	19.38	5.76	9.20
IL Bright Directions MFS Value 529	56.68M	19.34	8.66	9.35
IL Bright Directions AC Value 529 A	55.93M	15.33	9.79	8.24

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IL Bright Directi.	59.320	+0.040	+0.07%