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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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25.850 +0.040 +0.15%

28/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 623.72M

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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	0.210	17.310	17.100
Shares	25.540	25.540	0.000
Bonds	74.210	74.320	0.110
Convertible	0.010	0.010	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.910	18.595
Price to Book	2.634	2.594
Price to Sales	1.971	1.926
Price to Cash Flow	11.526	11.333
Dividend Yield	2.075	2.151
5 Years Earnings Growth	9.474	9.388

Sector Allocation

Name	Net %	Category Average
Technology	25.370	25.027
Financial Services	17.540	17.497
Industrials	11.950	11.817
Consumer Cyclical	10.370	10.378
Healthcare	8.710	8.756
Communication Services	7.960	7.939
Consumer Defensive	5.370	5.499
Basic Materials	3.720	3.741
Energy	3.690	3.826
Real Estate	2.670	2.676
Utilities	2.650	2.842

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	-	52.21	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.05	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	15.46	-	-
Vanguard Total Intl Stock Idx InstlPls	-	10.34	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.71B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.5B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.32B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	2.15B	11.04	22.35	16.06

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