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Ia College Savings Iowa 529 Conservative Growth Portfolio (0P0000O6FZ)

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32.300 +0.100    +0.31%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 512.94M
IA College Savings Iowa 529 Conservative Growth Po 32.300 +0.100 +0.31%

0P0000O6FZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the IA College Savings Iowa 529 Conservative Growth Po (0P0000O6FZ) fund. Our IA College Savings Iowa 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 0.040 11.830 11.790
Shares 40.180 40.180 0.000
Bonds 59.710 59.790 0.080
Convertible 0.050 0.050 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.423 17.345
Price to Book 2.546 2.540
Price to Sales 1.862 1.878
Price to Cash Flow 11.385 11.102
Dividend Yield 2.144 2.215
5 Years Earnings Growth 11.033 10.958

Sector Allocation

Name  Net % Category Average
Technology 24.070 21.108
Financial Services 16.310 15.446
Industrials 11.250 11.050
Healthcare 10.620 11.839
Consumer Cyclical 10.550 9.680
Communication Services 7.360 7.190
Consumer Defensive 5.860 6.262
Basic Materials 4.140 4.035
Energy 4.070 4.383
Real Estate 2.970 5.661
Utilities 2.790 3.346

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 - 41.53 - -
Vanguard Instl Ttl Stk Mkt Idx InstlPls - 24.92 - -
Vanguard Total Intl Bd Idx Institutional - 17.90 - -
Vanguard Total Intl Stock Idx InstlPls - 15.62 - -

Top Equity Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Retirement Savings Tr 20.88B 2.19 2.04 1.96
  The Vanguard Retirement Savings Tr4 20.88B 2.29 2.14 2.05
  IA College Savings Iowa 529 Moderap 675.01M 12.84 3.78 6.58
  IA College Savings Iowa 529 Growthg 488.82M 16.09 5.56 8.13
  IA College Savings Iowa 529 Income 473M 6.43 0.19 3.24
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