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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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25.650 +0.020 +0.08%

07/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 610.05M

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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	0.220	17.300	17.080
Shares	25.720	25.720	0.000
Bonds	74.030	74.090	0.060
Convertible	0.010	0.010	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.632	18.292
Price to Book	2.602	2.551
Price to Sales	1.943	1.893
Price to Cash Flow	11.358	11.145
Dividend Yield	2.136	2.218
5 Years Earnings Growth	9.310	9.235

Sector Allocation

Name	Net %	Category Average
Technology	25.060	24.635
Financial Services	17.570	17.588
Industrials	11.760	11.678
Consumer Cyclical	10.360	10.368
Healthcare	9.050	9.056
Communication Services	7.920	7.888
Consumer Defensive	5.570	5.688
Basic Materials	3.720	3.769
Energy	3.640	3.788
Real Estate	2.720	2.721
Utilities	2.630	2.828

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	-	52.06	-	-
Vanguard Total Intl Bd Idx Institutional	-	21.83	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	15.66	-	-
Vanguard Total Intl Stock Idx InstlPls	-	10.42	-	-

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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