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

US Funds

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19.360 +0.450 +2.38%

31/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 586.88M

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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	4.460	7.980	3.520
Shares	56.750	56.750	0.000
Bonds	30.540	30.570	0.030
Preferred	0.010	0.010	0.000
Other	8.240	8.360	0.120

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.067	20.067
Price to Book	2.850	2.850
Price to Sales	2.268	2.268
Price to Cash Flow	12.431	12.431
Dividend Yield	2.227	2.227
5 Years Earnings Growth	9.381	9.381

Sector Allocation

Name	Net %	Category Average
Technology	24.500	24.500
Financial Services	16.490	16.490
Industrials	10.480	10.480
Consumer Cyclical	9.930	9.930
Healthcare	8.760	8.760
Communication Services	8.340	8.340
Real Estate	6.910	6.910
Consumer Defensive	5.620	5.620
Basic Materials	3.300	3.300
Energy	3.070	3.070
Utilities	2.590	2.590

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	-	31.70	-	-
Vanguard Total Bond Market II Idx Inv	-	19.62	-	-
iShares MSCI EAFE Intl Idx K	-	16.15	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.19	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.46	-	-
Vanguard High-Yield Corporate Adm	-	6.33	-	-
Vanguard Total Intl Bd Idx Investor	-	4.65	-	-
Vanguard Real Estate Index Institutional	-	2.85	-	-
Vanguard Stable Value	-	2.53	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.50	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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