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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio (0P0000Q2SW)

US Funds

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20.450 +0.070 +0.34%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Merrill Lynch Pierce Fenner & Smith

Asset Class: Equity

Morningstar Rating:
Total Assets: 125.03M

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0P0000Q2SW Holdings

Comprehensive information about top holdings and Key Holding Information for the ME NextGen College Investing Plan iShares Age-Base (0P0000Q2SW) fund. Our ME NextGen College Investing Plan iShares Age-Base 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	0.420	1.670	1.250
Shares	32.870	32.870	0.000
Bonds	66.680	66.680	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.595	16.501
Price to Book	2.520	2.231
Price to Sales	1.949	1.649
Price to Cash Flow	11.093	8.892
Dividend Yield	2.227	2.748
5 Years Earnings Growth	10.014	9.661

Sector Allocation

Name	Net %	Category Average
Technology	22.670	19.469
Financial Services	16.650	15.096
Industrials	10.270	9.969
Consumer Cyclical	10.060	9.811
Healthcare	9.880	11.815
Communication Services	7.440	7.710
Real Estate	7.070	9.251
Consumer Defensive	5.770	6.708
Energy	3.970	3.878
Basic Materials	3.610	3.235
Utilities	2.610	3.058

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares Core US Aggregate Bond	US4642872265	55.23	97.66	-0.52%
iShares Core S&P Total U.S. Stock Market	US4642871507	20.39	123.50	+0.78%
iShares Core MSCI Total Intl Stk ETF	-	11.06	-	-
iShares TIPS Bond	US4642871762	8.33	108.98	-0.36%
iShares 20+ Year Treasury Bond ETF	-	3.54	-	-
iShares Core U.S. REIT	US4642885218	1.45	56.33	-0.28%

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

Name	Total Assets	YTD%	3Y%	10Y%
ME NextGen College Investing Plan a	175.9M	-9.46	8.91	13.60
ME NextGen iShares Ages 8 10 A	150.92M	0.21	3.61	5.76
ME NextGen College Investing Plan d	125.03M	-4.33	8.82	12.30
ME NextGen College Investing Plan 0	125.03M	-0.76	5.52	8.09
ME NextGen College Investing Plan 8	125.03M	0.32	3.96	6.15

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ME NextGen Colleg.	20.450	+0.070	+0.34%