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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

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	14.080	19.280	5.200
Stocks	31.090	31.090	0.000
Bonds	50.220	50.260	0.040
Convertible	0.020	0.020	0.000
Other	4.570	4.620	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.364	17.735
Price to Book	2.680	2.698
Price to Sales	2.083	1.884
Price to Cash Flow	12.450	11.916
Dividend Yield	2.291	1.944
5 Years Earnings Growth	9.822	11.113

Sector Allocation

Name	Net %	Category Average
Technology	22.770	23.333
Financial Services	15.630	15.153
Consumer Cyclical	10.660	10.940
Healthcare	10.130	11.300
Industrials	9.880	10.700
Communication Services	7.890	8.313
Real Estate	7.400	4.283
Consumer Defensive	6.000	6.150
Basic Materials	3.660	3.930
Energy	3.320	3.280
Utilities	2.670	2.620

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	-	30.99	-	-
Schwab S&P 500 Index Inv	-	17.23	-	-
Vanguard Stable Value	-	12.81	-	-
Vanguard High-Yield Corporate Adm	-	10.22	-	-
iShares MSCI EAFE Intl Idx K	-	8.98	-	-
Vanguard Total International Bond ETF	-	7.68	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.53	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.40	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.48	-	-
Vanguard Real Estate Index Institutional	-	1.68	-	-

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 .	15.220	+0.110	+0.73%
Vanguard Short-Te.	19.50	-0.02	-0.10%
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Digital Funds Sta.	272.880	-0.950	-0.35%
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AXA World Funds -.	136.850	-0.150	-0.11%
BlackRock Global .	2.26	-0.02	-0.91%
Oddo Compass Euro.	20.900	-0.050	-0.22%