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In Indiana 529 Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

US Funds

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14.130 +0.100 +0.71%

28/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 657.35M

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0P0000O56L Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Conservative (0P0000O56L) fund. Our IN CollegeChoice Direct Savings Plan Conservative 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	40.710	44.690	3.980
Stocks	17.730	17.730	0.000
Bonds	38.910	38.940	0.030
Convertible	0.020	0.020	0.000
Other	2.630	2.660	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.363	18.363
Price to Book	2.682	2.682
Price to Sales	2.083	2.083
Price to Cash Flow	12.451	12.451
Dividend Yield	2.289	2.289
5 Years Earnings Growth	9.822	9.822

Sector Allocation

Name	Net %	Category Average
Technology	22.790	22.790
Financial Services	15.640	15.640
Consumer Cyclical	10.660	10.660
Healthcare	10.140	10.140
Industrials	9.890	9.890
Communication Services	7.900	7.900
Real Estate	7.310	7.310
Consumer Defensive	6.010	6.010
Basic Materials	3.660	3.660
Energy	3.330	3.330
Utilities	2.670	2.670

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	39.75	-	-
Vanguard Total Bond Market Index Inv	-	23.89	-	-
Schwab S&P 500 Index Inv	-	9.84	-	-
Vanguard High-Yield Corporate Adm	-	7.99	-	-
Vanguard Total International Bond ETF	-	5.92	-	-
iShares MSCI EAFE Intl Idx K	-	5.13	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.61	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.00	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.93	-	-
Vanguard Real Estate Index Institutional	-	0.94	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	3.09	11.13	13.00

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	14.130	+0.100	+0.71%
Compass Balanced .	28.598	+0.270	+0.95%
Vanguard Develope.	26.22	+0.47	+1.83%
LVIP MFS Value Fu.	53.720	+0.750	+1.42%
BlackRock Low Dur.	9.09	-0.01	-0.11%
HDFC Standard Lif.	198.628	-0.260	-0.13%
Vitruvius Europea.	726.170	+0.540	+0.07%
Fairtree Equity P.	4.945	+0.070	+1.34%