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Ny New York's 529 Program Direct Conservative Growth Portfolio (0P0000O6O2)

US Funds

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25.780 +0.010 +0.04%

21/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 399.07M

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0P0000O6O2 Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Conservative Grow (0P0000O6O2) fund. Our NY New York’s 529 Program Direct Conservative 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 %
Stocks	19.530	19.530	0.000
Bonds	80.760	80.840	0.080
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.125	16.915
Price to Book	2.499	2.467
Price to Sales	1.834	1.800
Price to Cash Flow	11.362	11.189
Dividend Yield	2.153	2.216
5 Years Earnings Growth	10.425	10.336

Sector Allocation

Name	Net %	Category Average
Technology	24.770	24.368
Financial Services	16.760	16.792
Consumer Cyclical	11.220	11.155
Industrials	11.130	11.131
Healthcare	9.740	9.721
Communication Services	7.530	7.515
Consumer Defensive	5.650	5.783
Energy	3.920	4.076
Basic Materials	3.830	3.873
Real Estate	2.800	2.794
Utilities	2.640	2.792

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	56.17	-	-
Vanguard Total Intl Bd Idx Institutional	-	24.16	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	11.85	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	7.95	-	-

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	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	25.780	+0.010	+0.04%