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

US Funds

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15.740 +0.050 +0.32%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 625.49M

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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	17.180	22.360	5.180
Shares	21.610	21.610	0.000
Bonds	48.650	48.690	0.040
Convertible	0.010	0.010	0.000
Other	12.560	12.560	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.098	19.007
Price to Book	3.506	2.961
Price to Sales	2.737	2.100
Price to Cash Flow	14.002	12.075
Dividend Yield	1.796	1.813
5 Years Earnings Growth	9.634	10.771

Sector Allocation

Name	Net %	Category Average
Technology	30.860	25.523
Financial Services	13.790	15.170
Consumer Cyclical	10.240	10.737
Communication Services	9.180	8.637
Real Estate	8.540	4.643
Healthcare	7.600	10.413
Industrials	7.330	9.693
Consumer Defensive	4.750	5.910
Energy	3.010	3.310
Utilities	2.380	2.430
Basic Materials	2.320	3.537

Region Allocation

North America
Latin America
Europe Developed
Asia
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	-	29.78	-	-
Schwab S&P 500 Index Inv	-	16.94	-	-
Vanguard Stable Value	-	16.28	-	-
Vanguard High-Yield Corporate Adm	-	9.92	-	-
iShares MSCI EAFE Intl Idx K	-	8.34	-	-
Vanguard Total International Bond ETF	-	7.29	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.22	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.38	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.40	-	-
Vanguard Real Estate Index Institutional	-	1.45	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.71B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.5B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.32B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	2.15B	11.04	22.35	16.06

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	15.740	+0.050	+0.32%
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