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

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18.270 +0.190    +1.05%
30/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First National Bank Of Omaha
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 165.83M
NE NEST Direct 529 Age-Based Aggressive Investment 18.270 +0.190 +1.05%

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 10.450 10.490 0.040
Shares 19.650 19.650 0.000
Bonds 67.840 67.850 0.010
Convertible 0.020 0.020 0.000
Other 2.030 2.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.736 17.795
Price to Book 2.896 3.067
Price to Sales 2.333 1.940
Price to Cash Flow 12.865 10.148
Dividend Yield 2.092 2.537
5 Years Earnings Growth 9.706 8.971

Sector Allocation

Name  Net % Category Average
Technology 24.740 20.991
Financial Services 14.760 15.366
Real Estate 11.840 8.198
Industrials 9.370 9.828
Healthcare 9.220 10.981
Consumer Cyclical 8.840 9.957
Communication Services 7.370 7.818
Consumer Defensive 4.880 6.285
Energy 3.570 4.043
Basic Materials 3.010 3.194
Utilities 2.390 3.341

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 - 25.03 - -
TCW MetWest Total Return Bd Plan - 15.00 - -
Vanguard Total Bond Market Idx InstlPls - 15.00 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Ins - 11.00 - -
Vanguard Total Stock Mkt Idx Instl Pls - 7.98 - -
Vanguard Global Credit Bond Admiral - 5.00 - -
Vanguard Total Intl Stock Idx InstlPls - 2.97 - -
Vanguard Equity-Income Adm - 2.50 - -
T. Rowe Price Lrg Cp Gr I - 2.50 - -
Vanguard Real Estate Index Institutional - 2.01 - -

Top Equity Funds by Union Bank & Trust Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  NE TD Ameritrade 529 State Street S 291.59M 14.79 24.76 14.94
  NE NEST Direct 529 Growth Static In 210.05M 15.41 18.24 10.54
  NE TD Ameritrade 529 T Rowe Price L 190.47M 15.50 30.11 17.36
  NE NEST Direct 529 T Rowe Price Lar 190.22M 15.54 30.14 17.47
  NE NEST Direct 529 Vanguard Equity 75.17M 13.11 16.86 11.90
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