Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
16.740 +0.420    +2.57%
31/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 504.99M
IN CollegeChoice Direct Savings Plan Growth Portfo 16.740 +0.420 +2.57%

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

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 7.120 10.750 3.630
Shares 41.760 41.760 0.000
Bonds 45.430 45.520 0.090
Convertible 0.020 0.020 0.000
Preferred 0.010 0.010 0.000
Other 5.670 5.750 0.080

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.654 17.654
Price to Book 2.539 2.539
Price to Sales 2.011 2.011
Price to Cash Flow 11.299 11.299
Dividend Yield 2.398 2.398
5 Years Earnings Growth 9.341 9.341

Sector Allocation

Name  Net % Category Average
Technology 22.310 22.310
Financial Services 16.370 16.370
Consumer Cyclical 10.170 10.170
Industrials 10.140 10.140
Healthcare 10.110 10.110
Communication Services 7.800 7.800
Real Estate 7.320 7.320
Consumer Defensive 6.290 6.290
Basic Materials 3.500 3.500
Energy 3.310 3.310
Utilities 2.670 2.670

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 - 27.44 - -
Schwab S&P 500 Index Inv - 22.89 - -
iShares MSCI EAFE Intl Idx K - 12.26 - -
Vanguard High-Yield Corporate Adm - 9.14 - -
Vanguard Total Intl Bd Idx Institutional - 6.92 - -
Vanguard Stable Value - 6.52 - -
VANGUARD EXT MKT INDEX - INST (856) - 5.65 - -
Vanguard Emerging Mkts Stock Idx Instl - 4.70 - -
Schwab Treasury Infl Protected Secs Idx - 2.28 - -
Vanguard Real Estate Index Institutional - 2.19 - -

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV Vanguard 529 College Savings Plp 5B -4.97 12.02 12.15
  NY New Yorks 529 Program Direct Gro 4.85B -7.54 15.38 14.37
  NV Vanguard 529 College Savings Psm 3.11B -5.50 11.22 11.50
  NY New Yorks 529 Program Direct Val 2.33B -1.02 8.41 9.68
  NV Vanguard 529 College Savings Pgi 1.75B -7.56 15.35 14.29
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O565 Comments

Write your thoughts about In Indiana 529 Direct Savings Plan 2033 Enrollment Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email