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

US Funds

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26.510 -0.010 -0.04%

08/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 398.12M

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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	4.190	22.610	18.420
Shares	19.660	19.660	0.000
Bonds	76.080	76.200	0.120
Convertible	0.040	0.040	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.883	17.544
Price to Book	2.518	2.466
Price to Sales	1.882	1.832
Price to Cash Flow	10.991	10.781
Dividend Yield	2.182	2.271
5 Years Earnings Growth	9.191	9.110

Sector Allocation

Name	Net %	Category Average
Technology	24.020	23.522
Financial Services	17.640	17.649
Industrials	11.790	11.708
Consumer Cyclical	10.600	10.565
Healthcare	9.300	9.366
Communication Services	7.810	7.791
Consumer Defensive	5.930	6.083
Basic Materials	3.780	3.837
Energy	3.640	3.820
Real Estate	2.790	2.793
Utilities	2.680	2.872

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	-	56.05	-	-
Vanguard Total Intl Bd Idx Institutional	-	24.00	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	12.00	-	-
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	5.39B	0.84	19.88	15.20
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
NV Vanguard 529 College Savings Psm	3.28B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.28B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.95B	0.82	19.84	15.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	26.510	-0.010	-0.04%