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In Indiana 529 Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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15.220 +0.110 +0.73%

28/02 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 592.74M

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0P0000O7ZB Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Moderate Grow (0P0000O7ZB) fund. Our IN CollegeChoice Direct Savings Plan Moderate Grow 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	14.110	19.470	5.360
Stocks	30.830	30.830	0.000
Bonds	50.790	50.820	0.030
Convertible	0.020	0.020	0.000
Other	4.240	4.290	0.050

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.389	18.024
Price to Book	2.651	2.741
Price to Sales	2.072	1.907
Price to Cash Flow	12.163	11.531
Dividend Yield	2.313	1.920
5 Years Earnings Growth	10.347	11.658

Sector Allocation

Name	Net %	Category Average
Technology	22.550	23.110
Financial Services	15.860	15.467
Healthcare	10.290	11.270
Consumer Cyclical	10.240	10.913
Industrials	9.830	10.490
Real Estate	7.650	4.287
Communication Services	7.650	8.647
Consumer Defensive	6.210	6.107
Basic Materials	3.670	3.920
Energy	3.370	3.237
Utilities	2.680	2.553

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: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Index Inv	-	31.49	-	-
Schwab S&P 500 Index Inv	-	16.85	-	-
Vanguard Stable Value	-	12.87	-	-
Vanguard High-Yield Corporate Adm	-	10.23	-	-
iShares MSCI EAFE Intl Idx K	-	9.08	-	-
Vanguard Total International Bond ETF	-	7.68	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.20	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.38	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.50	-	-
Vanguard Real Estate Index Institutional	-	1.72	-	-

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	1.11	11.37	12.15

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.220	+0.110	+0.73%
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