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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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24.400 -0.010 -0.04%

28/03 - 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	0.480	16.660	16.180
Shares	24.340	24.340	0.000
Bonds	75.100	75.150	0.050
Convertible	0.060	0.060	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.556	17.283
Price to Book	2.513	2.478
Price to Sales	1.867	1.827
Price to Cash Flow	11.209	11.022
Dividend Yield	2.145	2.211
5 Years Earnings Growth	10.580	10.531

Sector Allocation

Name	Net %	Category Average
Technology	23.650	23.363
Financial Services	17.530	17.456
Industrials	11.140	11.136
Consumer Cyclical	10.860	10.868
Healthcare	10.140	10.078
Communication Services	7.660	7.646
Consumer Defensive	5.790	5.892
Energy	3.920	4.076
Basic Materials	3.840	3.883
Real Estate	2.840	2.825
Utilities	2.620	2.778

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	-	52.87	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.46	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	14.72	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.93	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

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