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NY New York's 529 Program Direct Moderate Growth Portfolio (0P0000O6OQ)

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41.550 +0.090 +0.22%

05/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 408.95M

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0P0000O6OQ Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Moderate Growth P (0P0000O6OQ) fund. Our NY New York’s 529 Program Direct Moderate Growth P 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	0.770	10.220	9.450
Shares	59.360	59.360	0.000
Bonds	39.820	39.910	0.090
Convertible	0.010	0.010	0.000
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.365	18.181
Price to Book	2.743	2.673
Price to Sales	2.065	2.013
Price to Cash Flow	11.959	11.410
Dividend Yield	2.009	2.108
5 Years Earnings Growth	9.304	9.914

Sector Allocation

Name	Net %	Category Average
Technology	25.930	22.262
Financial Services	17.090	16.404
Industrials	11.670	11.203
Consumer Cyclical	10.470	9.819
Healthcare	8.780	10.484
Communication Services	8.270	7.675
Consumer Defensive	5.070	5.774
Basic Materials	3.940	3.622
Energy	3.570	4.150
Real Estate	2.620	5.425
Utilities	2.590	3.188

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 Stock Mkt Idx Instl Sel	-	36.06	-	-
Vanguard Total Bond Market II Idx I	-	27.90	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	24.08	-	-
Vanguard Total Intl Bd Idx Institutional	-	11.91	-	-

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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