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In Indiana 529 Direct Savings Plan 2036 Enrollment Portfolio (0P0000O7YZ)

US Funds

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17.610 +0.090 +0.51%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 524.58M

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0P0000O7YZ Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Aggressive Gr (0P0000O7YZ) fund. Our IN CollegeChoice Direct Savings Plan Aggressive Gr 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	2.960	6.750	3.790
Shares	58.170	58.170	0.000
Bonds	31.510	31.520	0.010
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	7.350	7.450	0.100

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.593	17.593
Price to Book	2.538	2.538
Price to Sales	2.010	2.010
Price to Cash Flow	11.380	11.380
Dividend Yield	2.406	2.406
5 Years Earnings Growth	9.943	9.943

Sector Allocation

Name	Net %	Category Average
Technology	21.590	21.590
Financial Services	16.100	16.100
Healthcare	10.510	10.510
Consumer Cyclical	10.140	10.140
Industrials	9.990	9.990
Real Estate	7.650	7.650
Communication Services	7.510	7.510
Consumer Defensive	6.330	6.330
Basic Materials	3.810	3.810
Energy	3.600	3.600
Utilities	2.780	2.780

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 %
Schwab S&P 500 Index Inv	-	31.02	-	-
Vanguard Total Bond Market II Idx Inv	-	19.35	-	-
iShares MSCI EAFE Intl Idx K	-	17.55	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	7.27	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.79	-	-
Vanguard High-Yield Corporate Adm	-	6.17	-	-
Vanguard Total Intl Bd Idx Investor	-	4.58	-	-
Vanguard Real Estate Index Institutional	-	3.23	-	-
Vanguard Stable Value	-	2.54	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.51	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
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 .	17.610	+0.090	+0.51%
Mirabaud Equiti.	229.050	+1.000	+0.44%
Nedgroup Investme.	6.150	-0.006	-0.09%
SURA Fondeo SA de.	1.866	0.000	0.02%
ProShares CDS Sho.	31.5300	0.0000	0.00%
Multifondo de Alt.	4.438	-0.003	-0.07%
NH-Amundi RUS BRA.	1,459.500	+33.170	+2.33%