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Co Collegeinvest Direct 529 Conservative Age-based Option Ages 6-10 (0P0000O5PD)

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

20.150 +0.030 +0.15%

18/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O5PD Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Conservative Age-Based (0P0000O5PD) fund. Our CO CollegeInvest Direct 529 Conservative Age-Based 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	1.710	1.710	0.000
Shares	23.800	23.800	0.000
Bonds	74.110	74.170	0.060
Convertible	0.320	0.320	0.000
Other	0.050	0.050	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.212	17.313
Price to Book	2.088	2.320
Price to Sales	1.473	1.694
Price to Cash Flow	7.367	9.377
Dividend Yield	2.512	2.298
5 Years Earnings Growth	10.336	10.360

Sector Allocation

Name	Net %	Category Average
Technology	19.110	18.875
Financial Services	17.340	15.776
Healthcare	12.130	11.657
Consumer Cyclical	11.950	10.683
Industrials	11.200	10.875
Consumer Defensive	7.920	6.403
Energy	5.310	3.994
Real Estate	4.200	8.305
Basic Materials	4.110	3.646
Communication Services	3.440	6.874
Utilities	3.310	2.917

Region Allocation

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	-	60.64	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	16.92	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.08	-	-
Vanguard Total Intl Stock Idx InstlPls	-	7.36	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
NY New Yorks 529 Program Direct Gro	5.39B	0.84	19.88	15.20
NV Vanguard 529 College Savings Psm	3.28B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.28B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.95B	0.82	19.84	15.12

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