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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

US Funds

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32.900 +0.040 +0.12%

09/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 670.04M

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0P0000O5RA Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Growth Portfo (0P0000O5RA) fund. Our CO CollegeInvest Direct 529 Moderate Growth Portfo 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	0.680	11.800	11.120
Shares	48.870	48.870	0.000
Bonds	50.370	50.390	0.020
Convertible	0.040	0.040	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.815	17.061
Price to Book	2.416	2.480
Price to Sales	1.809	1.838
Price to Cash Flow	10.628	10.661
Dividend Yield	2.221	2.258
5 Years Earnings Growth	10.120	10.335

Sector Allocation

Name	Net %	Category Average
Technology	22.780	20.404
Financial Services	17.850	16.586
Industrials	11.280	10.938
Consumer Cyclical	10.530	9.839
Healthcare	10.300	11.633
Communication Services	7.470	7.303
Consumer Defensive	5.990	6.216
Energy	4.200	4.460
Basic Materials	3.920	3.681
Real Estate	2.900	5.615
Utilities	2.790	3.328

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	-	35.32	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	29.48	-	-
Vanguard Total Intl Stock Idx InstlPls	-	20.09	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.09	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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