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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

US Funds

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34.550 +0.080 +0.23%

16/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 691.51M

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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	3.020	13.870	10.850
Shares	50.960	50.960	0.000
Bonds	45.960	46.030	0.070
Convertible	0.020	0.020	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.856	17.732
Price to Book	2.511	2.522
Price to Sales	1.879	1.860
Price to Cash Flow	10.976	10.756
Dividend Yield	2.187	2.253
5 Years Earnings Growth	9.194	9.795

Sector Allocation

Name	Net %	Category Average
Technology	23.960	20.798
Financial Services	17.710	16.585
Industrials	11.800	11.349
Consumer Cyclical	10.600	9.849
Healthcare	9.290	11.172
Communication Services	7.800	7.371
Consumer Defensive	5.930	6.333
Basic Materials	3.790	3.590
Energy	3.640	4.270
Real Estate	2.800	5.493
Utilities	2.680	3.191

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	-	34.23	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.86	-	-
Vanguard Total Intl Stock Idx InstlPls	-	20.74	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.14	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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