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In Collegechoice Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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14.200 +0.330 +2.38%

31/05 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 526.7M

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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

Name	Net %	Long %	Short %
Cash	11.690	15.660	3.970
Shares	33.220	33.220	0.000
Bonds	50.620	50.690	0.070
Convertible	0.020	0.020	0.000
Preferred	0.010	0.010	0.000
Other	4.450	4.500	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.806	17.326
Price to Book	2.538	2.411
Price to Sales	1.934	1.761
Price to Cash Flow	11.634	10.969
Dividend Yield	2.449	2.124
5 Years Earnings Growth	10.926	11.790

Sector Allocation

Name	Net %	Category Average
Technology	21.420	21.415
Financial Services	14.670	14.850
Healthcare	10.960	11.520
Consumer Cyclical	10.210	10.960
Industrials	10.180	11.040
Real Estate	7.360	5.160
Communication Services	7.300	7.540
Consumer Defensive	6.690	6.550
Basic Materials	4.330	4.545
Energy	4.200	3.705
Utilities	2.690	2.725

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	-	31.37	-	-
Schwab S&P 500 Index Inv	-	18.33	-	-
Vanguard Stable Value	-	10.87	-	-
iShares MSCI EAFE Intl Idx K	-	9.57	-	-
Schwab Treasury Infl Protected Secs Idx	-	8.20	-	-
Vanguard Total International Bond ETF	-	7.62	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.43	-	-
Vanguard High-Yield Corporate Adm	-	4.09	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.79	-	-
Vanguard Real Estate Index Institutional	-	1.73	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	5.95	2.99	7.77
NV Vanguard 529 College Savings Plp	2.5B	11.24	9.42	12.51
NY New Yorks 529 Program Direct Mog	2.21B	3.45	1.17	5.70
NY New Yorks 529 Program Direct Cog	2.08B	1.00	-0.85	3.48
NV Vanguard 529 College Savings Psm	1.81B	10.08	7.61	11.91

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	14.200	+0.330	+2.38%