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In Collegechoice Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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13.870 -0.350 -2.46%

30/04 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 512.3M

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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

Name	Net %	Long %	Short %
Cash	10.950	11.440	0.490
Stocks	36.160	36.160	0.000
Bonds	47.530	47.560	0.030
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	5.340	5.390	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.156	17.502
Price to Book	2.586	2.435
Price to Sales	1.958	1.773
Price to Cash Flow	11.611	10.957
Dividend Yield	2.342	2.071
5 Years Earnings Growth	10.740	11.697

Sector Allocation

Name	Net %	Category Average
Technology	21.890	21.650
Financial Services	14.570	14.800
Healthcare	11.060	11.570
Consumer Cyclical	10.180	10.945
Industrials	10.130	11.015
Real Estate	7.570	5.265
Communication Services	7.180	7.480
Consumer Defensive	6.570	6.490
Basic Materials	4.240	4.500
Energy	4.090	3.650
Utilities	2.530	2.645

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	-	29.74	-	-
Schwab S&P 500 Index Inv	-	20.38	-	-
iShares MSCI EAFE Intl Idx K	-	10.19	-	-
Vanguard Stable Value	-	10.05	-	-
Schwab Treasury Infl Protected Secs Idx	-	7.51	-	-
Vanguard Total International Bond ETF	-	7.08	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	5.32	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.97	-	-
Vanguard High-Yield Corporate Adm	-	3.82	-	-
Vanguard Real Estate Index Institutional	-	1.94	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	2.26	2.18	7.59
NV Vanguard 529 College Savings Plp	2.5B	6.00	7.92	12.23
NY New Yorks 529 Program Direct Mog	2.21B	0.63	0.53	5.57
NY New Yorks 529 Program Direct Cog	2.08B	-0.96	-1.31	3.41
NV Vanguard 529 College Savings Psm	1.81B	5.12	6.12	11.63

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Recent Quotes

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IN CollegeChoice .	13.870	-0.350	-2.46%
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