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

US Funds

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39.140 -0.170 -0.43%

01/08 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 374.85M

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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	0.850	10.070	9.220
Shares	59.400	59.400	0.000
Bonds	39.710	39.740	0.030
Convertible	0.010	0.010	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.624	18.201
Price to Book	2.599	2.588
Price to Sales	1.940	1.918
Price to Cash Flow	11.350	11.024
Dividend Yield	2.140	2.201
5 Years Earnings Growth	9.306	9.856

Sector Allocation

Name	Net %	Category Average
Technology	25.040	21.595
Financial Services	17.540	16.638
Industrials	11.770	11.429
Consumer Cyclical	10.370	9.748
Healthcare	9.050	10.722
Communication Services	7.920	7.465
Consumer Defensive	5.580	6.106
Basic Materials	3.730	3.528
Energy	3.650	4.215
Real Estate	2.720	5.413
Utilities	2.640	3.142

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	-	36.18	-	-
Vanguard Total Bond Market II Idx I	-	27.85	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	24.19	-	-
Vanguard Total Intl Bd Idx Institutional	-	11.79	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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