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

US Funds

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14.430 +0.200 +1.41%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 667.49M

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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	45.690	50.030	4.340
Shares	16.020	16.020	0.000
Bonds	36.070	36.120	0.050
Convertible	0.010	0.010	0.000
Other	2.210	2.240	0.030

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.600	18.600
Price to Book	2.652	2.652
Price to Sales	2.092	2.092
Price to Cash Flow	11.855	11.855
Dividend Yield	2.345	2.345
5 Years Earnings Growth	8.789	8.789

Sector Allocation

Name	Net %	Category Average
Technology	23.240	23.240
Financial Services	16.310	16.310
Consumer Cyclical	10.370	10.370
Industrials	10.260	10.260
Healthcare	9.450	9.450
Communication Services	7.910	7.910
Real Estate	7.080	7.080
Consumer Defensive	6.130	6.130
Basic Materials	3.440	3.440
Energy	3.210	3.210
Utilities	2.620	2.620

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	-	44.89	-	-
Vanguard Total Bond Market Index Inv	-	21.95	-	-
Schwab S&P 500 Index Inv	-	8.87	-	-
Vanguard High-Yield Corporate Adm	-	7.45	-	-
Vanguard Total International Bond ETF	-	5.56	-	-
iShares MSCI EAFE Intl Idx K	-	4.65	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.20	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.82	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.79	-	-
Vanguard Real Estate Index Institutional	-	0.81	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	14.430	+0.200	+1.41%
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Analyst Tracking .	142.110	+0.060	+0.04%
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