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Ne Td Ameritrade 529 Age-based Growth Investment Option Ages 6-8 Portfolio (0P0000S1H6)

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NE TD Ameritrade 529 Age-Based Growth Investment O historical data, for real-time data please try another search

18.530 +3.680 +24.78%

30/09 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 30.77M

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0P0000S1H6 Holdings

Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Age-Based Growth Investment O (0P0000S1H6) fund. Our NE TD Ameritrade 529 Age-Based Growth Investment O 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	4.260	7.820	3.560
Shares	27.830	27.830	0.000
Bonds	30.340	30.360	0.020
Convertible	0.150	0.150	0.000
Other	37.420	37.420	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.671	17.748
Price to Book	2.501	2.389
Price to Sales	1.955	1.736
Price to Cash Flow	9.104	9.621
Dividend Yield	1.957	2.251
5 Years Earnings Growth	10.025	10.428

Sector Allocation

Name	Net %	Category Average
Real Estate	18.070	8.202
Financial Services	14.620	15.629
Technology	12.580	19.786
Healthcare	11.690	11.161
Industrials	10.040	10.957
Consumer Cyclical	9.900	10.740
Communication Services	9.740	7.000
Consumer Defensive	4.190	6.197
Utilities	3.640	2.851
Energy	3.400	3.901
Basic Materials	2.130	3.583

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
State Street S&P 500 Index	-	22.20	-	-
Td - State Street Msci Acwi	-	15.22	-	-
Vanguard Total Bond Market Idx InstlPls	-	12.82	-	-
T. Rowe Price Instl Large Cap Growth	-	9.12	-	-
Vanguard Russell 1000 Value Index I	-	9.00	-	-
Metropolitan West Total Return Bd I	-	8.87	-	-
Vanguard Short-Term Bond Idx InstlPls	-	5.92	-	-
Vanguard Real Estate Index Institutional	-	3.98	-	-
DFA World ex US Government Fxd Inc I	-	2.91	-	-
iShares Russell 2000 ETF	-	2.54	-	-

Top Equity Funds by First National Bank Of Omaha

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	278.18M	8.56	16.93	13.30
NE NEST Direct 529 Growth Static In	201.8M	9.46	11.47	9.08
NE TD Ameritrade 529 T Rowe Price L	182.91M	10.03	22.04	15.62
NE NEST Direct 529 T Rowe Price Lar	182.88M	10.06	22.08	15.74
NE NEST Direct 529 Age Based Aggr19	163.82M	5.07	4.99	3.90

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