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

US Funds

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15.360 +0.270 +1.79%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 607.31M

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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	17.470	20.820	3.350
Shares	29.550	29.550	0.000
Bonds	48.920	49.000	0.080
Convertible	0.020	0.020	0.000
Other	4.030	4.090	0.060

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.478	17.800
Price to Book	2.633	2.670
Price to Sales	2.058	1.874
Price to Cash Flow	11.803	11.342
Dividend Yield	2.371	2.004
5 Years Earnings Growth	8.791	10.489

Sector Allocation

Name	Net %	Category Average
Technology	22.480	22.730
Financial Services	16.370	16.030
Consumer Cyclical	10.260	10.743
Healthcare	10.140	11.260
Industrials	10.130	10.627
Communication Services	7.760	8.163
Real Estate	7.100	4.163
Consumer Defensive	6.300	6.427
Basic Materials	3.480	3.923
Energy	3.320	3.413
Utilities	2.670	2.527

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	-	29.86	-	-
Vanguard Stable Value	-	16.47	-	-
Schwab S&P 500 Index Inv	-	16.39	-	-
Vanguard High-Yield Corporate Adm	-	10.01	-	-
iShares MSCI EAFE Intl Idx K	-	8.58	-	-
Vanguard Total International Bond ETF	-	7.47	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.02	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.27	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.45	-	-
Vanguard Real Estate Index Institutional	-	1.48	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
NY New Yorks 529 Program Direct Gro	5.39B	0.84	19.88	15.20
NV Vanguard 529 College Savings Psm	3.28B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.28B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.95B	0.82	19.84	15.12

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.360	+0.270	+1.79%
UniMarktführer A	94.830	+0.350	+0.37%
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KIM Global Brand .	1,990.860	+0.040	+0.00%
Principal LifeTim.	15.42	+0.08	+0.52%
FUNDO DE INVESTIM.	2.721	+0.002	+0.06%
BNP Paribas Arbit.	8.720	-0.040	-0.46%
BRAM FUNDO DE INV.	19.316	+0.010	+0.05%