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

US Funds

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18.910 +0.100 +0.53%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 571.24M

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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	4.500	8.320	3.820
Shares	56.890	56.890	0.000
Bonds	30.610	30.650	0.040
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	7.990	8.100	0.110

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.269	19.269
Price to Book	2.715	2.715
Price to Sales	2.135	2.135
Price to Cash Flow	12.150	12.150
Dividend Yield	2.312	2.312
5 Years Earnings Growth	8.899	8.899

Sector Allocation

Name	Net %	Category Average
Technology	24.140	24.140
Financial Services	16.180	16.180
Consumer Cyclical	10.240	10.240
Industrials	10.190	10.190
Healthcare	9.290	9.290
Communication Services	8.020	8.020
Real Estate	6.860	6.860
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 %
Schwab S&P 500 Index Inv	-	31.71	-	-
Vanguard Total Bond Market II Idx Inv	-	19.51	-	-
iShares MSCI EAFE Intl Idx K	-	16.40	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	7.96	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.44	-	-
Vanguard High-Yield Corporate Adm	-	6.37	-	-
Vanguard Total Intl Bd Idx Investor	-	4.69	-	-
Vanguard Real Estate Index Institutional	-	2.78	-	-
Vanguard Stable Value	-	2.61	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.53	-	-

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

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