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Ar Bright Future Direct Plan Age-based Moderate Age 13-14 (0P0000O5LR)

US Funds

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AR GIFT College Investing Plan Age-Based Moderate historical data, for real-time data please try another search

17.590 -0.080 -0.45%

27/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O5LR Holdings

Comprehensive information about top holdings and Key Holding Information for the AR GIFT College Investing Plan Age-Based Moderate (0P0000O5LR) fund. Our AR GIFT College Investing Plan Age-Based Moderate 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	1.270	16.090	14.820
Shares	23.950	23.950	0.000
Bonds	73.930	73.960	0.030
Convertible	0.840	0.840	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.932	16.144
Price to Book	2.065	2.146
Price to Sales	1.449	1.580
Price to Cash Flow	7.898	8.550
Dividend Yield	2.631	2.709
5 Years Earnings Growth	11.458	9.417

Sector Allocation

Name	Net %	Category Average
Technology	19.000	19.317
Financial Services	15.510	15.971
Healthcare	12.190	11.213
Consumer Cyclical	11.270	10.395
Industrials	10.930	10.597
Consumer Defensive	7.190	6.843
Communication Services	7.020	7.111
Energy	5.170	4.188
Basic Materials	4.810	3.549
Real Estate	3.740	7.703
Utilities	3.170	3.113

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	-	53.07	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.56	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	14.49	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.89	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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