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Il Bright Directions Calvert Equity 529 Portfolio E (0P0000O56G)

US Funds

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61.140 -0.100 -0.16%

07/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 41.04M

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0P0000O56G Holdings

Comprehensive information about top holdings and Key Holding Information for the IL Bright Directions Calvert Equity 529 Portfolio (0P0000O56G) fund. Our IL Bright Directions Calvert Equity 529 Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	3.260	3.260
Shares	96.700	96.700
Bonds	0.020	0.020
Preferred	0.010	0.010
Other	0.010	0.010

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.830	29.361
Price to Book	6.208	7.459
Price to Sales	4.991	4.815
Price to Cash Flow	20.362	19.005
Dividend Yield	0.989	0.765
5 Years Earnings Growth	9.216	12.047

Sector Allocation

Name	Net %	Category Average
Financial Services	22.950	8.546
Technology	22.570	40.094
Healthcare	18.230	11.252
Industrials	10.630	5.831
Basic Materials	7.690	1.663
Consumer Cyclical	6.470	14.711
Communication Services	4.780	13.492
Real Estate	4.120	1.514
Consumer Defensive	2.550	3.299

Region Allocation

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Calvert Equity I	-	100.00	-	-

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

Name	Total Assets	YTD%	3Y%	10Y%
IL Bright Directions Northern Stock	68.15M	8.41	16.86	13.40
IL Bright Directions T Rowe Price I	67.97M	10.33	22.62	16.04
IL Bright Directions Delaware Smala	56.7M	-3.04	5.04	7.31
IL Bright Directions MFS Value 529	56.68M	6.09	9.22	8.91
IL Bright Directions AC Value 529 A	55.93M	4.64	10.27	8.20

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