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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	14.320	19.690	5.370
Shares	30.510	30.510	0.000
Bonds	51.210	51.240	0.030
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	17.648	17.777
Price to Book	2.560	2.711
Price to Sales	2.028	1.893
Price to Cash Flow	11.437	11.289
Dividend Yield	2.387	1.944
5 Years Earnings Growth	9.940	11.522

Sector Allocation

Name	Net %	Category Average
Technology	22.410	23.063
Financial Services	15.930	15.490
Healthcare	10.280	11.267
Consumer Cyclical	10.250	10.917
Industrials	9.880	10.507
Communication Services	7.630	8.640
Real Estate	7.610	4.273
Consumer Defensive	6.230	6.113
Basic Materials	3.720	3.937
Energy	3.380	3.240
Utilities	2.690	2.557

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	-9.53	9.42	14.11
NV Vanguard 529 College Savings Plp	2.5B	-4.30	8.92	12.33
NY New Yorks 529 Program Direct Val	2.36B	2.61	7.96	10.25
NV Vanguard 529 College Savings Psm	1.81B	-4.85	8.01	11.62
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%
ALPS Sprott Junio.	47.04	-0.94	-1.96%
Brighthouse Funds.	10.470	-0.260	-2.42%
FUNDO DE INVESTIM.	3.424	+0.002	+0.05%
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