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Ar Bright Future Direct Plan Age-based Aggressive Age 9-10 (0P0000O5PZ)

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AR GIFT College Investing Plan Age-Based Aggressiv historical data, for real-time data please try another search
26.240 -0.070    -0.27%
27/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
AR GIFT College Investing Plan Age-Based Aggressiv 26.240 -0.070 -0.27%

0P0000O5PZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AR GIFT College Investing Plan Age-Based Aggressiv (0P0000O5PZ) fund. Our AR GIFT College Investing Plan Age-Based Aggressiv 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 1.590 6.640 5.050
Shares 72.950 72.950 0.000
Bonds 25.150 25.160 0.010
Convertible 0.290 0.290 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.936 17.134
Price to Book 2.066 2.301
Price to Sales 1.449 1.683
Price to Cash Flow 7.901 9.288
Dividend Yield 2.629 2.305
5 Years Earnings Growth 11.459 10.439

Sector Allocation

Name  Net % Category Average
Technology 19.010 18.816
Financial Services 15.500 15.786
Healthcare 12.190 11.680
Consumer Cyclical 11.270 10.673
Industrials 10.930 10.867
Consumer Defensive 7.190 6.382
Communication Services 7.020 6.880
Energy 5.170 4.045
Basic Materials 4.810 3.649
Real Estate 3.740 8.310
Utilities 3.170 2.914

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 44.20 - -
Vanguard Total Intl Stock Idx InstlPls - 30.06 - -
Vanguard Total Bond Market II Idx I - 18.06 - -
Vanguard Total Intl Bd Idx Institutional - 7.67 - -

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV Vanguard 529 College Savings Plp 5B -4.97 12.02 12.15
  NY New Yorks 529 Program Direct Gro 4.85B -7.54 15.38 14.37
  NV Vanguard 529 College Savings Psm 3.11B -5.50 11.22 11.50
  NY New Yorks 529 Program Direct Val 2.33B -1.02 8.41 9.68
  NV Vanguard 529 College Savings Pgi 1.75B -7.56 15.35 14.29
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