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

US Funds

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16.320 +0.080 +0.49%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 504.99M

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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	6.530	11.720	5.190
Shares	43.580	43.580	0.000
Bonds	44.240	44.250	0.010
Convertible	0.020	0.020	0.000
Preferred	0.010	0.010	0.000
Other	5.620	5.700	0.080

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.612	17.612
Price to Book	2.548	2.548
Price to Sales	2.014	2.014
Price to Cash Flow	11.399	11.399
Dividend Yield	2.396	2.396
5 Years Earnings Growth	9.947	9.947

Sector Allocation

Name	Net %	Category Average
Technology	21.690	21.690
Financial Services	16.100	16.100
Healthcare	10.540	10.540
Consumer Cyclical	10.150	10.150
Industrials	9.990	9.990
Communication Services	7.530	7.530
Real Estate	7.490	7.490
Consumer Defensive	6.340	6.340
Basic Materials	3.790	3.790
Energy	3.600	3.600
Utilities	2.780	2.780

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	-7.54	15.38	14.37
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
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 .	16.320	+0.080	+0.49%
Fidelity Advantag.	48.27	+1.20	+2.55%
BMO Covered Call .	24.00	+0.07	+0.29%
MUKAM India Bond .	8,894.000	+151.000	+1.73%
Nordea Generation.	152.762	+0.034	+0.02%
Axis Treasury Adv.	1,012.474	+0.780	+0.08%
MUKAM US Bank Loa.	18,031.000	+463.000	+2.64%
Nikko Global Fint.	10,237.000	+584.000	+6.05%