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

US Funds

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18.080 +0.260 +1.46%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 161.86M

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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	9.930	11.620	1.690
Shares	19.500	19.500	0.000
Bonds	70.450	70.470	0.020
Convertible	0.030	0.030	0.000
Other	0.090	0.090	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.286	17.983
Price to Book	2.867	3.056
Price to Sales	2.267	1.934
Price to Cash Flow	12.694	10.108
Dividend Yield	2.108	2.548
5 Years Earnings Growth	9.344	9.034

Sector Allocation

Name	Net %	Category Average
Technology	25.010	20.979
Financial Services	14.680	15.355
Real Estate	11.700	8.214
Industrials	9.530	9.876
Healthcare	9.170	10.942
Consumer Cyclical	8.850	9.982
Communication Services	7.270	7.711
Consumer Defensive	4.880	6.367
Energy	3.560	4.039
Basic Materials	2.930	3.191
Utilities	2.420	3.345

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	-	25.05	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.04	-	-
TCW MetWest Total Return Bd Plan	-	15.04	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.03	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	7.96	-	-
Vanguard Global Credit Bond Admiral	-	5.03	-	-
Vanguard Total Intl Stock Idx InstlPls	-	2.95	-	-
T. Rowe Price Lrg Cp Gr I	-	2.50	-	-
Vanguard Equity-Income Adm	-	2.45	-	-
Vanguard Real Estate Index Institutional	-	1.97	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	282.17M	10.76	19.37	14.24
NE NEST Direct 529 Growth Static In	205.74M	12.58	13.92	9.99
NE NEST Direct 529 T Rowe Price Lar	185.81M	11.86	24.76	16.62
NE TD Ameritrade 529 T Rowe Price L	184.72M	11.81	24.73	16.51
NE NEST Direct 529 Vanguard Equity	74.97M	11.87	13.43	11.63

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