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

US Funds

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17.790 +0.300 +1.72%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 159.16M

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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	9.040	11.110	2.070
Shares	19.950	19.950	0.000
Bonds	70.010	70.040	0.030
Convertible	0.060	0.060	0.000
Other	0.940	0.940	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.787	17.614
Price to Book	2.802	3.000
Price to Sales	2.194	1.898
Price to Cash Flow	12.363	9.908
Dividend Yield	2.222	2.589
5 Years Earnings Growth	9.215	8.811

Sector Allocation

Name	Net %	Category Average
Technology	22.880	20.318
Financial Services	14.850	15.479
Real Estate	11.620	8.259
Healthcare	10.330	11.405
Industrials	9.360	9.869
Consumer Cyclical	9.200	9.903
Communication Services	7.210	7.591
Consumer Defensive	5.310	6.635
Energy	3.720	4.081
Basic Materials	3.000	3.185
Utilities	2.510	3.275

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	-	24.92	-	-
TCW MetWest Total Return Bd Plan	-	15.04	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.01	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	10.87	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	8.10	-	-
Vanguard Global Credit Bond Admiral	-	4.94	-	-
Vanguard Total Intl Stock Idx InstlPls	-	3.07	-	-
T. Rowe Price Lrg Cp Gr I	-	2.58	-	-
Vanguard Equity-Income Adm	-	2.52	-	-
Vanguard Real Estate Index Institutional	-	1.98	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	260.77M	1.07	14.24	12.50
NE NEST Direct 529 Growth Static In	194.61M	4.82	9.53	8.56
NE TD Ameritrade 529 T Rowe Price L	170.16M	1.07	19.95	15.05
NE NEST Direct 529 T Rowe Price Lar	169.25M	1.10	19.98	15.17
NE NEST Direct 529 Vanguard Equity	70.21M	3.12	8.11	9.90

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