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

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38.216 +1.118 +3.01%

30/05 - 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	7.080	7.090	0.010
Shares	55.170	64.180	9.010
Bonds	36.690	36.690	0.000
Convertible	0.020	0.020	0.000
Preferred	0.970	0.970	0.000
Other	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.647	16.278
Price to Book	1.995	2.186
Price to Sales	1.332	1.581
Price to Cash Flow	8.471	8.923
Dividend Yield	3.077	2.558
5 Years Earnings Growth	9.357	9.458

Sector Allocation

Name	Net %	Category Average
Technology	19.520	19.556
Financial Services	16.950	16.071
Industrials	10.960	10.867
Healthcare	10.680	11.269
Consumer Cyclical	10.230	10.185
Consumer Defensive	7.630	6.518
Communication Services	7.540	7.063
Energy	5.210	4.188
Basic Materials	4.260	3.526
Utilities	4.080	2.950
Real Estate	2.950	7.806

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	-	15.64	-	-
Victory Income Institutional	-	12.36	-	-
Victory Nasdaq 100 Index Institutional	-	12.02	-	-
Victory Core Plus Intermediate BondInstl	-	11.34	-	-
Victory Short-Term Bond Institutional	-	9.08	-	-
Victory Income Stock Institutional	-	8.88	-	-
Victory Value Institutional	-	8.88	-	-
Victory Market Neutral Income I	-	6.00	-	-
Victory Emerging Markets Institutional	-	4.74	-	-
Victory High Income Institutional	-	3.14	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Pgi	1.75B	-7.56	15.35	14.29

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Recent Quotes

Name	Price	Chg.	Chg. %
NV USAA College S.	38.216	+1.118	+3.01%
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SICOOB INSTITUCIO.	2.767	+0.002	+0.06%
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