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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	17.790	21.210	3.420
Shares	28.710	28.710	0.000
Bonds	49.620	49.700	0.080
Convertible	0.020	0.020	0.000
Other	3.850	3.910	0.060

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.664	17.783
Price to Book	2.542	2.705
Price to Sales	2.013	1.888
Price to Cash Flow	11.307	11.246
Dividend Yield	2.395	1.947
5 Years Earnings Growth	9.343	11.323

Sector Allocation

Name	Net %	Category Average
Technology	22.350	23.043
Financial Services	16.370	15.637
Consumer Cyclical	10.170	10.890
Industrials	10.130	10.590
Healthcare	10.110	11.210
Communication Services	7.810	8.700
Real Estate	7.300	4.170
Consumer Defensive	6.290	6.133
Basic Materials	3.490	3.860
Energy	3.310	3.217
Utilities	2.670	2.550

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	-	30.26	-	-
Vanguard Stable Value	-	16.78	-	-
Schwab S&P 500 Index Inv	-	15.77	-	-
Vanguard High-Yield Corporate Adm	-	10.08	-	-
iShares MSCI EAFE Intl Idx K	-	8.39	-	-
Vanguard Total International Bond ETF	-	7.64	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	3.84	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.22	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.51	-	-
Vanguard Real Estate Index Institutional	-	1.50	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Pgi	1.75B	-7.56	15.35	14.29

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.360	+0.270	+1.79%
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