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

US Funds

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15.990 +0.250 +1.59%

31/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 637.16M

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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	22.550	5.200
Shares	30.190	30.190	0.000
Bonds	48.120	48.130	0.010
Other	4.340	4.400	0.060

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.067	18.329
Price to Book	2.854	2.743
Price to Sales	2.268	1.944
Price to Cash Flow	12.434	11.552
Dividend Yield	2.221	1.954
5 Years Earnings Growth	9.386	10.688

Sector Allocation

Name	Net %	Category Average
Technology	24.570	23.427
Financial Services	16.500	16.073
Industrials	10.490	10.747
Consumer Cyclical	9.940	10.637
Healthcare	8.770	10.803
Communication Services	8.360	8.363
Real Estate	6.770	4.053
Consumer Defensive	5.630	6.203
Basic Materials	3.300	3.863
Energy	3.080	3.333
Utilities	2.590	2.500

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	-	29.71	-	-
Schwab S&P 500 Index Inv	-	16.92	-	-
Vanguard Stable Value	-	16.19	-	-
Vanguard High-Yield Corporate Adm	-	9.85	-	-
iShares MSCI EAFE Intl Idx K	-	8.57	-	-
Vanguard Total International Bond ETF	-	7.15	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.31	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.42	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.39	-	-
Vanguard Real Estate Index Institutional	-	1.47	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.990	+0.250	+1.59%
EXCO32	10.80	-0.21	-1.91%
Bestinver Futuro .	21.944	+0.083	+0.38%
Fidelity Korea - .	1,695.800	+5.750	+0.34%
Northern Large Ca.	33.36	0.00	0.00%
TPCP	0.320	0.000	0.00%
MVNE	1,292.0	+71.0	+5.81%
2112	459.0	+1.0	+0.22%