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In Indiana 529 Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

US Funds

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14.030 -0.100 -0.71%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 656.55M

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0P0000O56L Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Conservative (0P0000O56L) fund. Our IN CollegeChoice Direct Savings Plan Conservative 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	41.030	45.150	4.120
Shares	17.420	17.420	0.000
Bonds	39.240	39.260	0.020
Convertible	0.020	0.020	0.000
Other	2.290	2.320	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.655	18.379
Price to Book	2.565	2.650
Price to Sales	2.029	2.070
Price to Cash Flow	11.445	12.157
Dividend Yield	2.381	2.312
5 Years Earnings Growth	9.941	10.346

Sector Allocation

Name	Net %	Category Average
Technology	22.460	22.550
Financial Services	15.930	15.880
Healthcare	10.310	10.310
Consumer Cyclical	10.260	10.250
Industrials	9.890	9.860
Communication Services	7.640	7.650
Real Estate	7.480	7.540
Consumer Defensive	6.240	6.230
Basic Materials	3.710	3.680
Energy	3.390	3.380
Utilities	2.690	2.680

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	40.08	-	-
Vanguard Total Bond Market Index Inv	-	24.20	-	-
Schwab S&P 500 Index Inv	-	9.43	-	-
Vanguard High-Yield Corporate Adm	-	7.94	-	-
Vanguard Total International Bond ETF	-	5.93	-	-
iShares MSCI EAFE Intl Idx K	-	5.22	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.27	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.04	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.94	-	-
Vanguard Real Estate Index Institutional	-	0.94	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-9.53	9.42	14.11
NV Vanguard 529 College Savings Plp	2.5B	-4.30	8.92	12.33
NY New Yorks 529 Program Direct Val	2.36B	2.61	7.96	10.25
NV Vanguard 529 College Savings Psm	1.81B	-4.85	8.01	11.62
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	14.030	-0.100	-0.71%
Nissay J-REIT Inc.	12,398.110	-1.890	-0.02%
AB Sustainable Gl.	128.28	+0.72	+0.56%
QHKY SHS innnovat.	1.364	-0.001	-0.07%
Amundi Index Solu.	427.790	-0.800	-0.19%
Candriam Absolute.	1,690.710	+2.510	+0.15%