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

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17.090 +0.390 +2.34%

31/07 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 468.13M

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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

Name	Net %	Long %	Short %
Cash	2.780	6.510	3.730
Shares	59.700	59.700	0.000
Bonds	28.810	28.840	0.030
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	8.690	8.780	0.090

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.470	18.470
Price to Book	2.585	2.585
Price to Sales	2.007	2.007
Price to Cash Flow	11.783	11.783
Dividend Yield	2.377	2.377
5 Years Earnings Growth	11.190	11.190

Sector Allocation

Name	Net %	Category Average
Technology	23.050	23.050
Financial Services	14.620	14.620
Healthcare	10.630	10.630
Consumer Cyclical	10.190	10.190
Industrials	9.830	9.830
Real Estate	7.940	7.940
Communication Services	7.090	7.090
Consumer Defensive	6.170	6.170
Basic Materials	4.030	4.030
Energy	3.840	3.840
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	-	32.85	-	-
Vanguard Total Bond Market II Idx Inv	-	17.45	-	-
iShares MSCI EAFE Intl Idx K	-	17.10	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.60	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.75	-	-
Vanguard High-Yield Corporate Adm	-	5.71	-	-
Vanguard Total Intl Bd Idx Investor	-	4.29	-	-
Vanguard Real Estate Index Institutional	-	3.47	-	-
Vanguard Stable Value	-	2.35	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.42	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.99	3.66	7.97
NV Vanguard 529 College Savings Plp	2.5B	19.43	9.23	12.81
NY New Yorks 529 Program Direct Mog	2.21B	8.98	1.93	5.95
NY New Yorks 529 Program Direct Cog	2.08B	5.91	-0.04	3.77
NV Vanguard 529 College Savings Psm	1.81B	18.10	7.61	12.19

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	17.090	+0.390	+2.34%