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Me Nextgen College Investing Plan Direct Ishares 2033 Enrollment Portfolio (0P0000Q2SZ)

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28.990 +0.920    +3.28%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Merrill Lynch Pierce Fenner & Smith
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 125.03M
ME NextGen College Investing Plan iShares Age-Base 28.990 +0.920 +3.28%

0P0000Q2SZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ME NextGen College Investing Plan iShares Age-Base (0P0000Q2SZ) 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 0.350 1.260 0.910
Stocks 66.060 66.060 0.000
Bonds 33.560 33.560 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.695 16.776
Price to Book 2.743 2.316
Price to Sales 2.067 1.651
Price to Cash Flow 12.248 9.597
Dividend Yield 2.048 2.455
5 Years Earnings Growth 10.846 10.219

Sector Allocation

Name  Net % Category Average
Technology 24.600 20.361
Financial Services 15.650 15.125
Consumer Cyclical 10.370 10.322
Industrials 10.330 10.843
Healthcare 9.760 11.324
Communication Services 7.250 7.029
Real Estate 6.620 7.772
Consumer Defensive 5.500 6.455
Energy 3.820 4.206
Basic Materials 3.550 3.662
Utilities 2.540 2.899

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 S&P Total U.S. Stock Market US4642871507 43.98 131.86 +1.07%
  iShares Core US Aggregate Bond US4642872265 24.97 96.77 +0.11%
iShares Core MSCI Total Intl Stk ETF - 19.69 - -
iShares 20+ Year Treasury Bond ETF - 5.03 - -
  iShares TIPS Bond US4642871762 3.73 106.64 +0.23%
  iShares Core U.S. REIT US4642885218 2.61 57.40 +0.63%

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

  Name Rating Total Assets YTD% 3Y% 10Y%
  ME NextGen College Investing Plan a 175.9M 32.03 9.34 14.90
  ME NextGen iShares Ages 8 10 A 150.92M 13.86 3.21 6.22
  ME NextGen College Based 11 13 Y D 125.03M 11.37 2.20 5.55
  ME NextGen College Based 14 16 Y D 125.03M 9.24 1.85 4.60
  ME NextGen College Investing Plan d 125.03M 27.78 11.20 13.15
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