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Ks Learningquest 529 Program (direct) Vanguard Balanced Index Portfolio (0P0000O5DK)

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KS LearningQuest 529 Program Direct Vanguard Balan historical data, for real-time data please try another search

12.390 -0.030 -0.24%

23/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 45.26M

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0P0000O5DK Holdings

Comprehensive information about top holdings and Key Holding Information for the KS LearningQuest 529 Program Direct Vanguard Balan (0P0000O5DK) fund. Our KS LearningQuest 529 Program Direct Vanguard Balan 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	2.100	2.100	0.000
Shares	58.750	58.750	0.000
Bonds	39.050	39.070	0.020
Convertible	0.090	0.090	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.044	17.454
Price to Book	3.021	2.863
Price to Sales	2.165	2.094
Price to Cash Flow	12.493	11.224
Dividend Yield	1.767	2.187
5 Years Earnings Growth	11.420	10.294

Sector Allocation

Name	Net %	Category Average
Technology	22.320	21.832
Financial Services	15.610	16.866
Healthcare	14.440	12.693
Consumer Cyclical	12.330	9.756
Industrials	11.050	10.919
Consumer Defensive	6.510	6.586
Energy	5.730	4.780
Real Estate	3.500	3.287
Communication Services	2.950	7.068
Utilities	2.790	2.957
Basic Materials	2.770	3.256

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	Vanguard Balanced Index I	-	99.43	-	-
	Usd	-	0.57	-	-

Top Equity Funds by American Century Investment Management, Inc

Name	Total Assets	YTD%	3Y%	10Y%
KS Schwab Moderately Aggressive Ind	1.11B	-0.91	8.71	7.97
KS Schwab Moderate Index	872.53M	0.45	7.15	6.60
KS Advisor Disciplined Growth A		-11.45	6.67	11.19

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