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Co Collegeinvest Direct 529 Conservative Age-based Option Ages 0-5 (0P0000O5SI)

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CO CollegeInvest Direct 529 Conservative Age-Based historical data, for real-time data please try another search

23.410 +0.030 +0.13%

18/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O5SI Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Conservative Age-Based (0P0000O5SI) fund. Our CO CollegeInvest Direct 529 Conservative Age-Based 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	1.750	1.750	0.000
Shares	48.360	48.360	0.000
Bonds	49.600	49.640	0.040
Convertible	0.210	0.210	0.000
Preferred	0.010	0.010	0.000
Other	0.070	0.070	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.211	17.350
Price to Book	2.088	2.347
Price to Sales	1.473	1.720
Price to Cash Flow	7.367	9.519
Dividend Yield	2.512	2.407
5 Years Earnings Growth	10.335	9.806

Sector Allocation

Name	Net %	Category Average
Technology	19.110	20.158
Financial Services	17.340	16.086
Healthcare	12.130	11.100
Consumer Cyclical	11.950	10.525
Industrials	11.200	10.932
Consumer Defensive	7.920	6.514
Energy	5.310	3.964
Real Estate	4.200	7.013
Basic Materials	4.110	3.532
Communication Services	3.440	7.308
Utilities	3.310	2.868

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: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	40.57	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	34.37	-	-
Vanguard Total Intl Stock Idx InstlPls	-	14.95	-	-
Vanguard Total Intl Bd Idx Institutional	-	10.11	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.3B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.28B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.28B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	1.95B	11.04	22.35	16.06

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Recent Quotes

Name	Price	Chg.	Chg. %
CO CollegeInvest .	23.410	+0.030	+0.13%
4019	20.42	+0.04	+0.20%
HDP	14.68	0.00	0.00%
TTOh	0.0250	0.0000	0.00%
2232	5.93	-0.07	-1.17%
MSCI Pacific ex J.	12,590.93	-24.30	-0.19%
MYX	4.990	-0.090	-1.77%
Spain 3.9 30-Jul-.	103.660	0.000	0.00%