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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

US Funds

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17.190 +0.260 +1.54%

29/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: First National Bank Of Omaha

Asset Class: Equity

Morningstar Rating:
Total Assets: 158.73M

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0P0000RZCV Holdings

Comprehensive information about top holdings and Key Holding Information for the NE NEST Direct 529 Age-Based Aggressive Investment (0P0000RZCV) fund. Our NE NEST Direct 529 Age-Based Aggressive Investment 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	8.490	11.020	2.530
Stocks	19.920	19.920	0.000
Bonds	70.840	70.860	0.020
Convertible	0.060	0.060	0.000
Other	0.680	0.680	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.766	17.446
Price to Book	2.754	3.020
Price to Sales	2.154	1.905
Price to Cash Flow	12.578	10.150
Dividend Yield	2.169	2.563
5 Years Earnings Growth	11.410	9.562

Sector Allocation

Name	Net %	Category Average
Technology	23.090	20.349
Financial Services	13.670	14.954
Real Estate	11.980	8.321
Healthcare	11.410	11.802
Consumer Cyclical	8.940	9.840
Industrials	8.850	9.789
Communication Services	6.680	7.404
Consumer Defensive	5.340	6.640
Energy	4.270	4.193
Basic Materials	3.350	3.399
Utilities	2.420	3.313

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Short-Term Bond Idx InstlPls	-	24.97	-	-
Vanguard Total Bond Market Idx InstlPls	-	14.95	-	-
TCW MetWest Total Return Bd Plan	-	14.94	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.00	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	8.06	-	-
Vanguard Global Credit Bond Admiral	-	4.99	-	-
Vanguard Total Intl Stock Idx InstlPls	-	3.01	-	-
Vanguard Equity-Income Adm	-	2.54	-	-
T. Rowe Price Lrg Cp Gr I	-	2.51	-	-
Vanguard Real Estate Index Institutional	-	2.01	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	265.52M	27.90	11.23	12.95
NE NEST Direct 529 Growth Static In	203.25M	16.09	5.57	8.71
NE TD Ameritrade 529 T Rowe Price L	175.85M	32.63	8.25	15.80
NE NEST Direct 529 T Rowe Price Lar	173.83M	32.63	8.25	15.92
NE NEST Direct 529 Vanguard Equity	73.41M	20.72	11.43	10.31

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	17.190	+0.260	+1.54%