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

US Funds

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14.470 +0.040 +0.28%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 672.74M

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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	45.350	49.640	4.290
Shares	16.340	16.340	0.000
Bonds	36.010	36.060	0.050
Convertible	0.010	0.010	0.000
Other	2.290	2.320	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.271	19.271
Price to Book	2.715	2.715
Price to Sales	2.135	2.135
Price to Cash Flow	12.151	12.151
Dividend Yield	2.313	2.313
5 Years Earnings Growth	8.899	8.899

Sector Allocation

Name	Net %	Category Average
Technology	24.130	24.130
Financial Services	16.170	16.170
Consumer Cyclical	10.240	10.240
Industrials	10.180	10.180
Healthcare	9.280	9.280
Communication Services	8.020	8.020
Real Estate	6.880	6.880
Consumer Defensive	5.910	5.910
Basic Materials	3.410	3.410
Energy	3.200	3.200
Utilities	2.570	2.570

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	-	44.55	-	-
Vanguard Total Bond Market Index Inv	-	21.96	-	-
Schwab S&P 500 Index Inv	-	9.10	-	-
Vanguard High-Yield Corporate Adm	-	7.45	-	-
Vanguard Total International Bond ETF	-	5.50	-	-
iShares MSCI EAFE Intl Idx K	-	4.70	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.28	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.85	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.81	-	-
Vanguard Real Estate Index Institutional	-	0.80	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.3B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.28B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.28B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	1.95B	11.04	22.35	16.06

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	14.470	+0.040	+0.28%
Länsförsäkringar .	3,169.694	-8.985	-0.28%
Principal SAM II .	27.788	+0.006	+0.02%
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Nissay J-REIT Fun.	2,811.000	-2.000	-0.07%
NH-Amundi e-Premi.	1,444.510	-3.090	-0.21%
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