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Co Collegeinvest Direct 529 Moderate Age-based Option Ages 16+ (0P0000O5QN)

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

14.930 +0.020 +0.13%

18/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O5QN Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Age-Based Opt (0P0000O5QN) fund. Our CO CollegeInvest Direct 529 Moderate Age-Based Opt 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	25.760	25.760	0.000
Bonds	73.990	74.030	0.040
Convertible	0.230	0.230	0.000
Other	0.020	0.020	0.000

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Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Government	49.340	22.342
Cash	25.753	15.710
Corporate	13.516	13.179
Securitized	10.950	7.893
Municipal	0.272	0.227

Region Allocation

Bonds

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	-	42.13	-	-
Vanguard Inflation-Protected Secs I	-	18.00	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.00	-	-

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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