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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio (0P0000Q2SW)

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20.050 -0.520 -2.53%

31/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 125.03M

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0P0000Q2SW Holdings

Comprehensive information about top holdings and Key Holding Information for the ME NextGen College Investing Plan iShares Age-Base (0P0000Q2SW) fund. Our ME NextGen College Investing Plan iShares Age-Base 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	0.270	1.760	1.490
Stocks	35.910	35.910	0.000
Bonds	63.800	63.800	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.950	16.628
Price to Book	2.601	2.253
Price to Sales	1.981	1.666
Price to Cash Flow	11.840	9.083
Dividend Yield	2.159	2.735
5 Years Earnings Growth	10.238	9.704

Sector Allocation

Name	Net %	Category Average
Technology	24.760	19.758
Financial Services	15.680	14.903
Consumer Cyclical	10.740	9.888
Industrials	10.210	9.990
Healthcare	9.340	11.758
Communication Services	7.480	7.680
Real Estate	6.720	9.229
Consumer Defensive	5.440	6.659
Energy	3.680	3.839
Basic Materials	3.490	3.249
Utilities	2.460	3.048

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares Core US Aggregate Bond	US4642872265	50.73	97.42	+0.42%
iShares Core S&P Total U.S. Stock Market	US4642871507	22.51	131.29	-1.86%
iShares Core MSCI Total Intl Stk ETF	-	12.02	-	-
iShares TIPS Bond	US4642871762	7.59	107.79	+0.33%
iShares 20+ Year Treasury Bond ETF	-	5.66	-	-
iShares Core U.S. REIT	US4642885218	1.49	58.11	-0.15%

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

Name	Total Assets	YTD%	3Y%	10Y%
ME NextGen College Investing Plan a	175.9M	31.98	8.55	14.89
ME NextGen iShares Ages 8 10 A	150.92M	10.57	1.41	5.94
ME NextGen College Investing Plan 0	125.03M	14.72	3.72	8.41
ME NextGen College Investing Plan 8	125.03M	10.95	1.75	6.33
ME NextGen College Based 11 13 Y D	125.03M	8.33	0.63	5.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ME NextGen Colleg.	20.050	-0.520	-2.53%