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

US Funds

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17.250 -0.100 -0.58%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 154.08M

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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	17.300
Price to Book	2.806	2.988
Price to Sales	2.222	1.889
Price to Cash Flow	12.414	9.918
Dividend Yield	2.191	2.585
5 Years Earnings Growth	10.256	9.278

Sector Allocation

Name	Net %	Category Average
Technology	22.520	20.135
Financial Services	14.530	15.392
Real Estate	12.220	8.297
Healthcare	10.400	11.645
Consumer Cyclical	9.490	9.945
Industrials	8.970	9.758
Communication Services	7.490	7.549
Consumer Defensive	5.000	6.577
Energy	3.870	4.179
Basic Materials	3.040	3.226
Utilities	2.480	3.299

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	246.59M	-4.33	8.86	12.12
NE NEST Direct 529 Growth Static In	187.65M	0.09	5.42	8.21
NE TD Ameritrade 529 T Rowe Price L	157.42M	-7.92	9.51	14.22
NE NEST Direct 529 T Rowe Price Lar	156.01M	-7.92	9.53	14.34
NE NEST Direct 529 Vanguard Equity	70.27M	2.74	7.94	10.15

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