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

US Funds

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15.110 +0.230 +1.55%

31/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 586.64M

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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	13.980	16.320	2.340
Stocks	30.530	30.530	0.000
Bonds	51.020	51.060	0.040
Convertible	0.020	0.020	0.000
Other	4.460	4.510	0.050

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.863	17.355
Price to Book	2.648	2.466
Price to Sales	2.045	1.816
Price to Cash Flow	12.335	11.319
Dividend Yield	2.317	2.058
5 Years Earnings Growth	10.030	11.342

Sector Allocation

Name	Net %	Category Average
Technology	24.000	22.705
Financial Services	15.380	15.205
Consumer Cyclical	10.580	11.145
Healthcare	9.930	11.005
Industrials	9.780	10.840
Communication Services	7.630	7.705
Real Estate	7.060	5.010
Consumer Defensive	6.040	6.225
Basic Materials	3.590	4.175
Energy	3.340	3.275
Utilities	2.680	2.720

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	-	31.27	-	-
Schwab S&P 500 Index Inv	-	17.20	-	-
Vanguard Stable Value	-	13.01	-	-
Vanguard High-Yield Corporate Adm	-	10.30	-	-
iShares MSCI EAFE Intl Idx K	-	8.60	-	-
Vanguard Total International Bond ETF	-	7.79	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.42	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.38	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.49	-	-
Vanguard Real Estate Index Institutional	-	1.53	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	15.110	+0.230	+1.55%