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Ny New York's 529 Program Direct Income Portfolio (0P0000O6O2)

US Funds

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27.470 0.000 0.00%

03/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 396.83M

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0P0000O6O2 Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Conservative Grow (0P0000O6O2) fund. Our NY New York’s 529 Program Direct Conservative Grow 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	4.110	21.170	17.060
Shares	19.700	19.700	0.000
Bonds	76.150	76.240	0.090
Convertible	0.010	0.010	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.248	18.911
Price to Book	2.662	2.616
Price to Sales	2.011	1.962
Price to Cash Flow	11.649	11.453
Dividend Yield	2.071	2.143
5 Years Earnings Growth	9.626	9.559

Sector Allocation

Name	Net %	Category Average
Technology	24.980	24.571
Financial Services	17.510	17.579
Industrials	11.740	11.635
Consumer Cyclical	10.530	10.511
Healthcare	8.920	8.951
Communication Services	8.110	8.053
Consumer Defensive	5.350	5.483
Basic Materials	3.880	3.896
Energy	3.690	3.832
Real Estate	2.690	2.698
Utilities	2.590	2.791

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	56.13	-	-
Vanguard Total Intl Bd Idx Institutional	-	23.98	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	11.97	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	7.97	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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