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

US Funds

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59.670 +0.480 +0.81%

21/11 - 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	28.342
Price to Book	5.679	7.115
Price to Sales	4.532	4.575
Price to Cash Flow	21.292	19.247
Dividend Yield	0.998	0.713
5 Years Earnings Growth	11.464	17.217

Sector Allocation

Name	Net %	Category Average
Technology	23.540	40.973
Financial Services	21.780	7.580
Healthcare	16.360	12.379
Industrials	9.240	5.997
Consumer Cyclical	7.660	13.769
Basic Materials	7.550	1.815
Communication Services	6.090	12.947
Consumer Defensive	4.080	3.105
Real Estate	3.710	1.555

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	20.76	8.87	12.71
IL Bright Directions T Rowe Price I	67.97M	24.88	6.13	15.67
IL Bright Directions Delaware Smala	56.7M	7.36	0.89	8.02
IL Bright Directions MFS Value 529	56.68M	13.81	5.88	9.12
IL Bright Directions AC Value 529 A	55.93M	10.08	6.64	7.94

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