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NE TD Ameritrade 529 Age-Based Growth Investment Option Ages 3-5 Portfolio (0P0000S1H5)

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NE TD Ameritrade 529 Age-Based Growth Investment O historical data, for real-time data please try another search

20.920 +0.320 +1.55%

30/09 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 17.59M

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0P0000S1H5 Holdings

Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Age-Based Growth Investment O (0P0000S1H5) fund. Our NE TD Ameritrade 529 Age-Based Growth Investment O 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	0.390	2.680	2.290
Shares	84.920	84.920	0.000
Bonds	14.620	14.630	0.010
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.997	17.138
Price to Book	2.309	2.387
Price to Sales	1.738	1.755
Price to Cash Flow	8.363	9.727
Dividend Yield	2.331	2.354
5 Years Earnings Growth	8.913	9.802

Sector Allocation

Name	Net %	Category Average
Financial Services	16.700	15.892
Technology	14.150	20.650
Healthcare	11.940	10.983
Industrials	10.400	10.819
Consumer Cyclical	9.920	10.562
Communication Services	9.320	7.411
Real Estate	9.310	6.961
Consumer Defensive	6.850	6.300
Energy	4.530	3.941
Utilities	3.480	2.890
Basic Materials	3.400	3.590

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Option on S&P 500	-	32.13	-	-
TD - STATE STREET MSCI ACWI	-	20.19	-	-
T. Rowe Price Instl Large Cap Growth	-	10.08	-	-
Vanguard Russell 1000 Value Index I	-	9.95	-	-
Vanguard Total Bond Market Idx InstlPls	-	7.86	-	-
Vanguard Real Estate Index Institutional	-	4.96	-	-
Metropolitan West Total Return Bd I	-	4.91	-	-
iShares Russell 2000 ETF	-	3.03	-	-
Tributary Small Company Instl	-	2.96	-	-
Vanguard Extended Market Index Instl	-	2.00	-	-

Top Equity Funds by First National Bank Of Omaha

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	296.27M	17.46	22.50	14.27
NE NEST Direct 529 Growth Static In	212.03M	16.92	16.78	9.98
NE NEST Direct 529 T Rowe Price Lar	198.61M	20.54	29.87	17.00
NE TD Ameritrade 529 T Rowe Price L	197.57M	20.48	29.83	16.89
NE NEST Direct 529 Age Based Aggr19	168.56M	8.43	8.17	4.26

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Recent Quotes

Name	Price	Chg.	Chg. %
NE TD Ameritrade .	20.920	+0.320	+1.55%
Rezco Value Trend.	17.828	-0.030	-0.17%
CYADY	0.600	0.000	0.00%
AGM	6,391.0	-407.0	-5.99%
1PG	127.78	-0.86	-0.67%
DBV	2.29	-0.21	-8.40%
2698	3,500.0	-35.0	-0.99%
Value Line Larger.	47.82	+0.41	+0.86%