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

US Funds

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25.870 +0.060 +0.23%

28/04 - Delayed Data. 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 %
Cash	0.350	18.010	17.660
Shares	19.300	19.300	0.000
Bonds	80.260	80.290	0.030
Convertible	0.060	0.060	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.859	16.598
Price to Book	2.435	2.396
Price to Sales	1.822	1.777
Price to Cash Flow	10.667	10.492
Dividend Yield	2.200	2.281
5 Years Earnings Growth	10.099	10.096

Sector Allocation

Name	Net %	Category Average
Technology	23.390	22.830
Financial Services	17.710	17.666
Industrials	11.200	11.166
Consumer Cyclical	10.730	10.628
Healthcare	10.070	10.213
Communication Services	7.620	7.548
Consumer Defensive	5.890	6.060
Energy	4.010	4.233
Basic Materials	3.820	3.890
Real Estate	2.840	2.853
Utilities	2.700	2.910

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	56.30	-	-
Vanguard Total Intl Bd Idx Institutional	-	24.01	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	11.68	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	7.92	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-9.53	9.42	14.11
NV Vanguard 529 College Savings Plp	2.5B	-4.30	8.92	12.33
NY New Yorks 529 Program Direct Val	2.36B	2.61	7.96	10.25
NV Vanguard 529 College Savings Psm	1.81B	-4.85	8.01	11.62
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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