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

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40.280 +0.460 +1.16%

22/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 391.15M

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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	0.980	10.240	9.260
Shares	59.050	59.050	0.000
Bonds	39.930	39.960	0.030
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	18.858	18.275
Price to Book	2.644	2.603
Price to Sales	1.950	1.919
Price to Cash Flow	11.514	11.080
Dividend Yield	2.077	2.179
5 Years Earnings Growth	9.478	9.925

Sector Allocation

Name	Net %	Category Average
Technology	25.130	21.705
Financial Services	17.490	16.661
Industrials	11.740	11.322
Consumer Cyclical	10.370	9.780
Healthcare	9.060	10.684
Communication Services	7.940	7.472
Consumer Defensive	5.570	6.093
Basic Materials	3.710	3.499
Energy	3.640	4.218
Real Estate	2.720	5.396
Utilities	2.630	3.168

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	-	36.24	-	-
Vanguard Total Bond Market II Idx I	-	28.02	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	23.76	-	-
Vanguard Total Intl Bd Idx Institutional	-	11.83	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.71B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.5B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.32B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	2.15B	11.04	22.35	16.06

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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	40.280	+0.460	+1.16%
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HSBC Jintrust Dyn.	2.405	+0.039	+1.66%
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