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

US Funds

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17.150 +0.190 +1.12%

31/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 151.81M

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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	9.600	11.740	2.140
Shares	19.640	19.640	0.000
Bonds	69.930	69.950	0.020
Convertible	0.080	0.080	0.000
Other	0.740	0.740	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.152	17.494
Price to Book	2.819	3.033
Price to Sales	2.232	1.920
Price to Cash Flow	12.729	10.207
Dividend Yield	2.173	2.557
5 Years Earnings Growth	9.999	9.196

Sector Allocation

Name	Net %	Category Average
Technology	23.740	20.662
Financial Services	14.090	15.144
Real Estate	11.870	8.262
Healthcare	10.100	11.417
Consumer Cyclical	9.740	10.137
Industrials	8.990	9.728
Communication Services	7.220	7.509
Consumer Defensive	4.900	6.528
Energy	3.850	4.132
Basic Materials	3.040	3.214
Utilities	2.470	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	-	25.00	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.00	-	-
TCW MetWest Total Return Bd Plan	-	15.00	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.03	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	7.93	-	-
Vanguard Global Credit Bond Admiral	-	5.02	-	-
Vanguard Total Intl Stock Idx InstlPls	-	3.02	-	-
Vanguard Equity-Income Adm	-	2.50	-	-
T. Rowe Price Lrg Cp Gr I	-	2.48	-	-
Vanguard Real Estate Index Institutional	-	2.01	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	266.74M	2.77	11.70	13.36
NE NEST Direct 529 Growth Static In	196.64M	2.83	5.90	8.85
NE TD Ameritrade 529 T Rowe Price L	177.58M	2.68	12.41	16.14
NE NEST Direct 529 T Rowe Price Lar	174.7M	2.70	12.42	16.26
NE NEST Direct 529 Vanguard Equity	71.8M	4.08	8.87	10.63

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	17.150	+0.190	+1.12%