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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

US Funds

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17.350 +0.200 +1.17%

28/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 153.48M

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0P0000RZCV Holdings

Comprehensive information about top holdings and Key Holding Information for the NE NEST Direct 529 Age-Based Aggressive Investment (0P0000RZCV) fund. Our NE NEST Direct 529 Age-Based Aggressive Investment 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	8.880	11.040	2.160
Shares	19.270	19.270	0.000
Bonds	71.000	71.010	0.010
Convertible	0.050	0.050	0.000
Other	0.800	0.800	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.214	17.571
Price to Book	2.806	3.033
Price to Sales	2.222	1.924
Price to Cash Flow	12.414	10.099
Dividend Yield	2.191	2.558
5 Years Earnings Growth	10.256	9.379

Sector Allocation

Name	Net %	Category Average
Technology	22.520	20.247
Financial Services	14.530	15.337
Real Estate	12.220	8.292
Healthcare	10.400	11.558
Consumer Cyclical	9.490	10.048
Industrials	8.970	9.748
Communication Services	7.490	7.595
Consumer Defensive	5.000	6.542
Energy	3.870	4.139
Basic Materials	3.040	3.226
Utilities	2.480	3.269

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Short-Term Bond Idx InstlPls	-	25.08	-	-
TCW MetWest Total Return Bd Plan	-	15.16	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.14	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.04	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	7.75	-	-
Vanguard Global Credit Bond Admiral	-	5.04	-	-
Vanguard Total Intl Stock Idx InstlPls	-	2.95	-	-
Vanguard Equity-Income Adm	-	2.47	-	-
T. Rowe Price Lrg Cp Gr I	-	2.40	-	-
Vanguard Real Estate Index Institutional	-	2.03	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	263.27M	1.41	12.34	12.59
NE NEST Direct 529 Growth Static In	194.02M	3.09	6.78	8.44
NE TD Ameritrade 529 T Rowe Price L	172.25M	0.01	12.95	15.09
NE NEST Direct 529 T Rowe Price Lar	171.19M	0.01	12.96	15.21
NE NEST Direct 529 Vanguard Equity	72.34M	5.11	9.72	10.23

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