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Al Collegecounts 529 Age-based Aggressive Ages 13-16 (0P0000PUF9)

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AL CollegeCounts 529 Age-Based Aggressive Ages 13- historical data, for real-time data please try another search
18.330 0.000    0.00%
28/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
AL CollegeCounts 529 Age-Based Aggressive Ages 13- 18.330 0.000 0.00%

0P0000PUF9 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AL CollegeCounts 529 Age-Based Aggressive Ages 13- (0P0000PUF9) fund. Our AL CollegeCounts 529 Age-Based Aggressive Ages 13- 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 1.410 1.410 0.000
Shares 59.460 59.460 0.000
Bonds 38.940 38.990 0.050
Convertible 0.070 0.070 0.000
Preferred 0.010 0.010 0.000
Other 0.110 0.110 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.902 15.229
Price to Book 2.171 2.108
Price to Sales 1.689 1.587
Price to Cash Flow 8.410 7.914
Dividend Yield 2.485 2.445
5 Years Earnings Growth 10.749 10.842

Sector Allocation

Name  Net % Category Average
Technology 16.380 17.037
Financial Services 16.120 17.413
Healthcare 11.730 12.107
Real Estate 10.990 6.230
Consumer Cyclical 10.830 11.477
Industrials 10.330 10.963
Consumer Defensive 7.280 7.820
Energy 5.250 5.637
Basic Materials 4.350 4.667
Communication Services 3.880 3.613
Utilities 2.860 3.040

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 %
Vanguard Total Stock Mkt Idx Instl Pls - 36.53 - -
Vanguard Total Bond Market Index I - 26.64 - -
Vanguard Total Intl Stock Index I - 18.88 - -
Vanguard Short-Term Bond Idx I - 8.92 - -
Vanguard Real Estate Index Institutional - 5.07 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Ins - 3.96 - -

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions Northern Stock 68.15M -5.01 11.96 12.05
  IL Bright Directions T Rowe Price I 67.97M -6.53 16.21 14.76
  IL Bright Directions Delaware Smala 56.7M -11.61 2.27 6.64
  IL Bright Directions MFS Value 529 56.68M 1.05 7.92 8.58
  IL Bright Directions AC Value 529 A 55.93M -0.40 6.21 7.47
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