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

US Funds

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18.810 +0.590 +3.24%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 546.22M

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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	4.580	8.500	3.920
Shares	56.740	56.740	0.000
Bonds	30.820	30.860	0.040
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	7.850	7.960	0.110

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.592	18.592
Price to Book	2.650	2.650
Price to Sales	2.090	2.090
Price to Cash Flow	11.850	11.850
Dividend Yield	2.346	2.346
5 Years Earnings Growth	8.788	8.788

Sector Allocation

Name	Net %	Category Average
Technology	23.220	23.220
Financial Services	16.310	16.310
Consumer Cyclical	10.370	10.370
Industrials	10.270	10.270
Healthcare	9.460	9.460
Communication Services	7.900	7.900
Real Estate	7.060	7.060
Consumer Defensive	6.140	6.140
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 %
Schwab S&P 500 Index Inv	-	31.42	-	-
Vanguard Total Bond Market II Idx Inv	-	19.50	-	-
iShares MSCI EAFE Intl Idx K	-	16.56	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	7.82	-	-
Vanguard High-Yield Corporate Adm	-	6.44	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.33	-	-
Vanguard Total Intl Bd Idx Investor	-	4.81	-	-
Vanguard Real Estate Index Institutional	-	2.87	-	-
Vanguard Stable Value	-	2.69	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.57	-	-

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 .	18.810	+0.590	+3.24%
Slovakia 1Y	27.679	0.000	0.00%
TD Dow Jones Indu.	41.220	+0.110	+0.27%
BOC Schroder New .	3.413	-0.030	-0.87%