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NY New York's 529 Program Direct Moderate Age-Based Option Ages 6-10 (0P0000O6RN)

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NY New York’s 529 Program Direct Moderate Age-Base historical data, for real-time data please try another search

25.550 0.000 0.00%

03/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O6RN Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Moderate Age-Base (0P0000O6RN) fund. Our NY New York’s 529 Program Direct Moderate Age-Base 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	1.170	1.170	0.000
Shares	49.320	49.320	0.000
Bonds	49.290	49.420	0.130
Convertible	0.090	0.090	0.000
Preferred	0.010	0.010	0.000
Other	0.130	0.130	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.371	15.204
Price to Book	2.229	2.182
Price to Sales	1.637	1.610
Price to Cash Flow	8.423	8.200
Dividend Yield	2.290	2.350
5 Years Earnings Growth	11.034	11.697

Sector Allocation

Name	Net %	Category Average
Technology	18.300	17.915
Financial Services	17.540	17.376
Healthcare	12.950	12.393
Consumer Cyclical	11.860	11.847
Industrials	11.150	11.295
Consumer Defensive	7.850	7.808
Energy	5.670	5.827
Basic Materials	4.320	4.670
Real Estate	3.820	4.448
Communication Services	3.420	3.365
Utilities	3.120	3.058

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: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	39.90	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	35.21	-	-
Vanguard Total Intl Stock Idx InstlPls	-	14.88	-	-
Vanguard Total Intl Bd Idx Institutional	-	10.01	-	-

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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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	25.550	0.000	0.00%
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