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

US Funds

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15.020 -0.200 -1.31%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 587.93M

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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	13.930	19.390	5.460
Shares	30.520	30.520	0.000
Bonds	51.590	51.630	0.040
Convertible	0.020	0.020	0.000
Other	3.940	3.990	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.638	17.774
Price to Book	2.550	2.708
Price to Sales	2.018	1.889
Price to Cash Flow	11.414	11.281
Dividend Yield	2.397	1.948
5 Years Earnings Growth	9.939	11.522

Sector Allocation

Name	Net %	Category Average
Technology	21.670	22.817
Financial Services	16.060	15.533
Healthcare	10.530	11.350
Consumer Cyclical	10.120	10.873
Industrials	9.970	10.537
Real Estate	7.640	4.283
Communication Services	7.520	8.603
Consumer Defensive	6.330	6.147
Basic Materials	3.780	3.957
Energy	3.590	3.310
Utilities	2.780	2.587

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	-	31.79	-	-
Schwab S&P 500 Index Inv	-	16.43	-	-
Vanguard Stable Value	-	13.04	-	-
Vanguard High-Yield Corporate Adm	-	10.33	-	-
iShares MSCI EAFE Intl Idx K	-	9.13	-	-
Vanguard Total International Bond ETF	-	7.70	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	3.90	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.45	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.54	-	-
Vanguard Real Estate Index Institutional	-	1.69	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.020	-0.200	-1.31%
Principal SAM Fle.	12.05	+0.01	+0.08%
SMTAM SMT Japan E.	26,967.000	+175.000	+0.65%
Carmignac Portfol.	131.500	-0.070	-0.05%
Schroder GAIA Two.	159.430	-0.200	-0.13%
Schroder Internat.	48.679	+1.032	+2.17%
Oppenheimer Senio.	6.43	0.00	0.00%