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Nv Victory Capital 529 Education Savings Plan Age-based Option 9-11 Years Moderate Portfolio (0P0000O5XU)

US Funds

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39.383 +1.167 +3.05%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.22M

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0P0000O5XU Holdings

Comprehensive information about top holdings and Key Holding Information for the NV USAA College Savings Plan Age-Based Option 9-11 (0P0000O5XU) fund. Our NV USAA College Savings Plan Age-Based Option 9-11 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	6.820	6.830	0.010
Shares	56.330	64.740	8.410
Bonds	35.840	35.840	0.000
Convertible	0.020	0.020	0.000
Preferred	0.940	0.940	0.000
Other	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.856	17.199
Price to Book	2.116	2.302
Price to Sales	1.399	1.653
Price to Cash Flow	9.209	9.408
Dividend Yield	2.981	2.500
5 Years Earnings Growth	8.517	9.212

Sector Allocation

Name	Net %	Category Average
Technology	19.690	20.375
Financial Services	16.730	15.947
Industrials	10.930	10.934
Healthcare	10.750	10.805
Consumer Cyclical	10.460	10.339
Consumer Defensive	7.590	6.414
Communication Services	7.560	7.161
Energy	5.130	4.000
Basic Materials	4.220	3.468
Utilities	3.970	2.858
Real Estate	2.970	7.699

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Victory International Institutional	-	15.45	-	-
Victory Nasdaq 100 Index Institutional	-	12.60	-	-
Victory Income Institutional	-	12.48	-	-
Victory Core Plus Intermediate BondInstl	-	10.92	-	-
Victory Value Institutional	-	9.17	-	-
Victory Income Stock Institutional	-	9.04	-	-
Victory Short-Term Bond Institutional	-	8.74	-	-
Victory Market Neutral Income I	-	5.60	-	-
Victory Emerging Markets Institutional	-	4.68	-	-
Victory Small Cap Stock Institutional	-	3.41	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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Recent Quotes

Name	Price	Chg.	Chg. %
NV USAA College S.	39.383	+1.167	+3.05%
JPMorgan Funds - .	136.570	-0.690	-0.50%
PosteVita 6sereno	107.389	0.000	0.00%
Fidelity Funds - .	13.780	-0.060	-0.43%
CSHG ALGARAVIA FU.	2.859	+0.003	+0.10%
SYRA	0.080	-0.019	-19.19%
PTF Tel Bond-CPI .	113.780	-0.010	-0.01%
ATIL	0.32	0.00	0.00%