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NY New York's 529 Program Direct Growth Portfolio (0P0000O6NM)

US Funds

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59.500 +0.650 +1.10%

10/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.31B

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0P0000O6NM Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Growth Portfolio (0P0000O6NM) fund. Our NY New York’s 529 Program Direct Growth Portfolio 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	0.960	5.550	4.590
Shares	79.540	79.540	0.000
Bonds	19.450	19.500	0.050
Other	0.050	0.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.369	18.148
Price to Book	2.744	2.706
Price to Sales	2.066	2.017
Price to Cash Flow	11.962	11.524
Dividend Yield	2.008	2.136
5 Years Earnings Growth	9.304	9.572

Sector Allocation

Name	Net %	Category Average
Technology	25.940	22.959
Financial Services	17.090	17.194
Industrials	11.670	11.008
Consumer Cyclical	10.470	10.545
Healthcare	8.780	9.952
Communication Services	8.270	7.333
Consumer Defensive	5.070	6.113
Basic Materials	3.940	3.856
Energy	3.570	4.308
Real Estate	2.620	3.692
Utilities	2.590	3.044

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 Stock Mkt Idx Instl Sel	-	48.36	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	32.22	-	-
Vanguard Total Bond Market II Idx I	-	13.72	-	-
Vanguard Total Intl Bd Idx Institutional	-	5.73	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	6.23B	21.94	31.48	17.33
NV Vanguard 529 College Savings Plp	6.04B	17.39	22.51	14.47
NV Vanguard 529 College Savings Psm	3.69B	16.74	21.64	13.92
NY New Yorks 529 Program Direct Val	2.41B	11.44	13.05	11.14
NV Vanguard 529 College Savings Pgi	2.27B	21.89	31.44	17.25

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