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

US Funds

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18.220 +0.610 +3.46%

31/05 - 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	3.410	6.130	2.720
Shares	56.160	56.160	0.000
Bonds	32.800	32.860	0.060
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	7.620	7.730	0.110

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.653	17.653
Price to Book	2.539	2.539
Price to Sales	2.011	2.011
Price to Cash Flow	11.298	11.298
Dividend Yield	2.398	2.398
5 Years Earnings Growth	9.342	9.342

Sector Allocation

Name	Net %	Category Average
Technology	22.310	22.310
Financial Services	16.370	16.370
Consumer Cyclical	10.170	10.170
Industrials	10.130	10.130
Healthcare	10.110	10.110
Communication Services	7.800	7.800
Real Estate	7.330	7.330
Consumer Defensive	6.290	6.290
Basic Materials	3.500	3.500
Energy	3.310	3.310
Utilities	2.670	2.670

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	-	30.78	-	-
Vanguard Total Bond Market II Idx Inv	-	19.80	-	-
iShares MSCI EAFE Intl Idx K	-	16.48	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	7.59	-	-
Vanguard High-Yield Corporate Adm	-	6.60	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.35	-	-
Vanguard Total Intl Bd Idx Investor	-	5.00	-	-
Vanguard Real Estate Index Institutional	-	2.95	-	-
Vanguard Stable Value	-	2.80	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.65	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5B	1.01	14.26	12.69
NY New Yorks 529 Program Direct Gro	4.85B	0.84	19.88	15.20
NV Vanguard 529 College Savings Psm	3.11B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.33B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.75B	0.82	19.84	15.12

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	18.220	+0.610	+3.46%
Stone Harbor Inve.	91.860	0.000	0.00%
Northern Emerging.	12.49	+0.02	+0.16%
ORTISA INVERSIONE.	0.012	-0.000	-0.25%
MIZ TF ISSU B49 M.	112.91	-0.11	-0.10%
GVC Gaesco Retorn.	167.841	-0.458	-0.27%