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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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24.140 +0.080 +0.33%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 351.58M

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0P0000O5O0 Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Conservative Growth Po (0P0000O5O0) fund. Our CO CollegeInvest Direct 529 Conservative Growth Po 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	3.200	18.500	15.300
Shares	25.510	25.510	0.000
Bonds	71.220	71.300	0.080
Convertible	0.040	0.040	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.957	16.660
Price to Book	2.491	2.451
Price to Sales	1.812	1.770
Price to Cash Flow	11.216	11.028
Dividend Yield	2.153	2.222
5 Years Earnings Growth	11.599	11.500

Sector Allocation

Name	Net %	Category Average
Technology	23.780	23.423
Financial Services	16.110	16.093
Healthcare	11.320	11.243
Industrials	11.310	11.293
Consumer Cyclical	10.220	10.233
Communication Services	7.020	7.011
Consumer Defensive	6.060	6.160
Energy	4.280	4.432
Basic Materials	4.200	4.279
Real Estate	2.980	2.958
Utilities	2.720	2.873

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 Bond Market II Idx I	-	51.84	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.35	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	15.43	-	-
Vanguard Total Intl Stock Idx InstlPls	-	10.33	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	14.28	5.53	8.38
NV Vanguard 529 College Savings Plp	2.5B	21.96	11.76	13.20
NY New Yorks 529 Program Direct Mog	2.21B	10.96	3.43	6.29
NY New Yorks 529 Program Direct Cog	2.08B	7.62	1.08	4.05
NV Vanguard 529 College Savings Psm	1.81B	20.52	10.02	12.65

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	24.140	+0.080	+0.33%