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In Indiana 529 Direct Savings Plan 2033 Enrollment Portfolio (0P0000O565)

US Funds

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16.240 -0.320 -1.93%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 498.97M

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0P0000O565 Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Growth Portfo (0P0000O565) fund. Our IN CollegeChoice Direct Savings Plan Growth Portfo 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	6.870	11.930	5.060
Shares	43.580	43.580	0.000
Bonds	43.910	43.930	0.020
Convertible	0.020	0.020	0.000
Preferred	0.010	0.010	0.000
Other	5.620	5.700	0.080

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.622	17.622
Price to Book	2.557	2.557
Price to Sales	2.024	2.024
Price to Cash Flow	11.422	11.422
Dividend Yield	2.386	2.386
5 Years Earnings Growth	9.948	9.948

Sector Allocation

Name	Net %	Category Average
Technology	22.430	22.430
Financial Services	15.960	15.960
Healthcare	10.290	10.290
Consumer Cyclical	10.270	10.270
Industrials	9.900	9.900
Communication Services	7.640	7.640
Real Estate	7.460	7.460
Consumer Defensive	6.230	6.230
Basic Materials	3.730	3.730
Energy	3.390	3.390
Utilities	2.690	2.690

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: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	27.10	-	-
Schwab S&P 500 Index Inv	-	23.46	-	-
iShares MSCI EAFE Intl Idx K	-	13.07	-	-
Vanguard High-Yield Corporate Adm	-	8.70	-	-
Vanguard Total Intl Bd Idx Institutional	-	6.45	-	-
Vanguard Stable Value	-	6.18	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	5.56	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	5.00	-	-
Vanguard Real Estate Index Institutional	-	2.34	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.14	-	-

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 .	16.240	-0.320	-1.93%
Aditya Birla Sun .	14.25	+0.13	+0.92%
SPDR Bloomberg Ba.	19.33	-0.14	-0.72%
STK LONG BIASED M.	489.778	-6.763	-1.36%
NN L Global Inves.	8,352.790	-2.720	-0.03%
Bellevue Funds (L.	187.830	-0.360	-0.19%
Eastspring Asia O.	8,272.000	+24.000	+0.29%
BRAM H FUNDO DE I.	2.830	-0.020	-0.70%