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

US Funds

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15.220 +0.110 +0.73%

28/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 592.74M

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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	14.150	19.350	5.200
Shares	30.830	30.830	0.000
Bonds	50.750	50.790	0.040
Convertible	0.020	0.020	0.000
Other	4.240	4.290	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.399	18.129
Price to Book	2.657	2.758
Price to Sales	2.076	1.932
Price to Cash Flow	12.169	11.988
Dividend Yield	2.304	1.909
5 Years Earnings Growth	10.334	11.104

Sector Allocation

Name	Net %	Category Average
Technology	22.580	23.657
Financial Services	15.640	15.113
Consumer Cyclical	10.630	10.997
Healthcare	10.130	11.183
Industrials	9.910	10.570
Communication Services	7.850	8.427
Real Estate	7.570	4.280
Consumer Defensive	6.010	6.110
Basic Materials	3.690	3.903
Energy	3.320	3.223
Utilities	2.670	2.537

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	-	31.49	-	-
Schwab S&P 500 Index Inv	-	16.85	-	-
Vanguard Stable Value	-	12.87	-	-
Vanguard High-Yield Corporate Adm	-	10.23	-	-
iShares MSCI EAFE Intl Idx K	-	9.08	-	-
Vanguard Total International Bond ETF	-	7.68	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.20	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.38	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.50	-	-
Vanguard Real Estate Index Institutional	-	1.72	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.220	+0.110	+0.73%
Sands Capital US .	43.200	-0.350	-0.80%
UBS (CH) Vitainve.	141.060	-0.560	-0.40%
BRADESCO FUNDO DE.	3.269	+0.002	+0.05%
Scotia Gubernamen.	4.297	+0.003	+0.07%