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

US Funds

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17.960 +0.350 +1.99%

30/09 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 570.14M

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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	8.490	13.190	4.700
Shares	43.350	43.350	0.000
Bonds	41.960	42.000	0.040
Other	6.200	6.290	0.090

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.001	19.001
Price to Book	2.885	2.885
Price to Sales	2.288	2.288
Price to Cash Flow	12.670	12.670
Dividend Yield	2.199	2.199
5 Years Earnings Growth	9.026	9.026

Sector Allocation

Name	Net %	Category Average
Technology	24.670	24.670
Financial Services	16.510	16.510
Industrials	10.490	10.490
Consumer Cyclical	9.970	9.970
Healthcare	8.770	8.770
Communication Services	8.380	8.380
Real Estate	6.610	6.610
Consumer Defensive	5.630	5.630
Basic Materials	3.290	3.290
Energy	3.080	3.080
Utilities	2.590	2.590

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	-	26.99	-	-
Schwab S&P 500 Index Inv	-	24.40	-	-
iShares MSCI EAFE Intl Idx K	-	12.20	-	-
Vanguard High-Yield Corporate Adm	-	8.68	-	-
Vanguard Total Intl Bd Idx Institutional	-	6.39	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	6.16	-	-
Vanguard Stable Value	-	6.06	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	5.01	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.07	-	-
Vanguard Real Estate Index Institutional	-	2.05	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	6.23B	17.28	31.55	17.87
NV Vanguard 529 College Savings Plp	6.04B	14.72	24.77	15.13
NV Vanguard 529 College Savings Psm	3.69B	14.25	23.97	14.54
NY New Yorks 529 Program Direct Val	2.41B	11.90	17.52	12.00
NV Vanguard 529 College Savings Pgi	2.27B	17.24	31.51	17.80

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Recent Quotes

Name	Price	Chg.	Chg. %
IN CollegeChoice .	17.960	+0.350	+1.99%
UniGarant: Emergi.	118.390	-0.010	-0.01%
CAKE/USD	2.687	-0.051	-1.86%
BPI Portugal - Fu.	28.214	+0.166	+0.59%
Vanguard Global S.	437.174	+4.513	+1.04%
Lombard Odier Fun.	0.022	0.000	0.00%
E Fund Blue Chip .	1.993	-0.011	-0.52%
iShares Edge MSCI.	25.90	0.00	0.00%