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

US Funds

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16.740 +0.420 +2.57%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 520.81M

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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	6.930	10.470	3.540
Shares	42.630	42.630	0.000
Bonds	44.520	44.610	0.090
Convertible	0.020	0.020	0.000
Preferred	0.010	0.010	0.000
Other	5.900	5.980	0.080

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.587	18.587
Price to Book	2.648	2.648
Price to Sales	2.087	2.087
Price to Cash Flow	11.855	11.855
Dividend Yield	2.349	2.349
5 Years Earnings Growth	8.790	8.790

Sector Allocation

Name	Net %	Category Average
Technology	23.120	23.120
Financial Services	16.320	16.320
Consumer Cyclical	10.420	10.420
Industrials	10.240	10.240
Healthcare	9.460	9.460
Communication Services	7.920	7.920
Real Estate	7.050	7.050
Consumer Defensive	6.160	6.160
Basic Materials	3.460	3.460
Energy	3.220	3.220
Utilities	2.640	2.640

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	-	26.94	-	-
Schwab S&P 500 Index Inv	-	23.59	-	-
iShares MSCI EAFE Intl Idx K	-	12.44	-	-
Vanguard High-Yield Corporate Adm	-	9.00	-	-
Vanguard Total Intl Bd Idx Institutional	-	6.72	-	-
Vanguard Stable Value	-	6.35	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	5.87	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	4.74	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.20	-	-
Vanguard Real Estate Index Institutional	-	2.15	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
NY New Yorks 529 Program Direct Gro	5.39B	0.84	19.88	15.20
NV Vanguard 529 College Savings Psm	3.28B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.28B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.95B	0.82	19.84	15.12

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	16.740	+0.420	+2.57%
GERES FUNDO DE IN.	4.589	+0.016	+0.35%
PIMCO Funds: Glob.	43.820	+0.030	+0.07%
BlackRock Global .	12.540	-0.010	-0.08%
LLB QI Equities G.	4,291.100	+36.120	+0.85%
Baroda Pioneer Cr.	12.976	-0.000	-0.00%
Natixis AM Funds .	2,480.870	+3.620	+0.15%
Daiwa Brazilian R.	4,140.000	+59.000	+1.45%