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

US Funds

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25.700 +0.010 +0.04%

07/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 399.07M

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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 %
Shares	19.840	19.840	0.000
Bonds	80.120	80.200	0.080
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.638	17.347
Price to Book	2.549	2.510
Price to Sales	1.881	1.841
Price to Cash Flow	11.524	11.329
Dividend Yield	2.112	2.181
5 Years Earnings Growth	10.171	10.123

Sector Allocation

Name	Net %	Category Average
Technology	23.870	23.553
Financial Services	17.120	17.123
Consumer Cyclical	11.320	11.247
Industrials	11.200	11.190
Healthcare	9.990	9.950
Communication Services	7.830	7.788
Consumer Defensive	5.560	5.698
Energy	3.890	4.045
Basic Materials	3.860	3.900
Real Estate	2.760	2.758
Utilities	2.600	2.755

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	-	55.96	-	-
Vanguard Total Intl Bd Idx Institutional	-	24.02	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	12.00	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	8.07	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	25.700	+0.010	+0.04%