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In Indiana 529 Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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15.740 +0.050 +0.32%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 625.49M

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0P0000O7ZB Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Moderate Grow (0P0000O7ZB) fund. Our IN CollegeChoice Direct Savings Plan Moderate Grow 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	17.350	23.100	5.750
Shares	29.980	29.980	0.000
Bonds	48.500	48.570	0.070
Convertible	0.010	0.010	0.000
Other	4.150	4.210	0.060

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.288	18.070
Price to Book	2.721	2.699
Price to Sales	2.138	1.901
Price to Cash Flow	12.164	11.462
Dividend Yield	2.307	1.983
5 Years Earnings Growth	8.901	10.526

Sector Allocation

Name	Net %	Category Average
Technology	24.190	23.300
Financial Services	16.160	15.960
Consumer Cyclical	10.240	10.737
Industrials	10.180	10.643
Healthcare	9.290	10.977
Communication Services	8.030	8.253
Real Estate	6.830	4.073
Consumer Defensive	5.910	6.297
Basic Materials	3.400	3.897
Energy	3.200	3.373
Utilities	2.570	2.493

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: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Index Inv	-	29.79	-	-
Schwab S&P 500 Index Inv	-	16.77	-	-
Vanguard Stable Value	-	16.21	-	-
Vanguard High-Yield Corporate Adm	-	9.93	-	-
iShares MSCI EAFE Intl Idx K	-	8.60	-	-
Vanguard Total International Bond ETF	-	7.33	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.14	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.36	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.41	-	-
Vanguard Real Estate Index Institutional	-	1.46	-	-

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

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.740	+0.050	+0.32%
Fidelity Funds - .	34.030	+0.060	+0.18%
GuideStone Funds .	9.25	-0.04	-0.43%
CF Canlife Portfo.	1.16	-0.00	-0.13%
LLOY	82.44	+1.50	+1.85%
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First Trust RBA A.	21.49	-0.28	-1.29%
NÚCLEO CAPITAL IF.	2.275	+0.028	+1.26%