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

US Funds

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25.210 -0.240 -0.94%

07/04 - 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	0.550	17.810	17.260
Shares	19.380	19.380	0.000
Bonds	79.980	80.030	0.050
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	17.554	17.282
Price to Book	2.512	2.478
Price to Sales	1.866	1.828
Price to Cash Flow	11.205	11.025
Dividend Yield	2.147	2.213
5 Years Earnings Growth	10.580	10.532

Sector Allocation

Name	Net %	Category Average
Technology	23.650	23.348
Financial Services	17.510	17.488
Industrials	11.150	11.129
Consumer Cyclical	10.860	10.829
Healthcare	10.140	10.092
Communication Services	7.660	7.633
Consumer Defensive	5.790	5.912
Energy	3.930	4.079
Basic Materials	3.840	3.882
Real Estate	2.840	2.832
Utilities	2.630	2.781

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	-	56.27	-	-
Vanguard Total Intl Bd Idx Institutional	-	23.97	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	11.70	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	7.94	-	-

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	1.32B	1.11	11.37	12.15

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