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

US Funds

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18.270 +0.190 +1.05%

30/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 165.83M

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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	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	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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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	18.270	+0.190	+1.05%
	0354	5.91	-0.09	-1.50%