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

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40.850 -0.070 -0.17%

12/09 - Delayed Data. 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	0.820	9.970	9.150
Shares	59.310	59.310	0.000
Bonds	39.830	39.890	0.060
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	18.958	18.354
Price to Book	2.647	2.608
Price to Sales	1.976	1.925
Price to Cash Flow	11.556	11.103
Dividend Yield	2.066	2.172
5 Years Earnings Growth	9.474	9.902

Sector Allocation

Name	Net %	Category Average
Technology	25.480	21.949
Financial Services	17.420	16.623
Industrials	11.930	11.397
Consumer Cyclical	10.380	9.795
Healthcare	8.720	10.496
Communication Services	7.980	7.495
Consumer Defensive	5.370	5.986
Basic Materials	3.700	3.490
Energy	3.690	4.223
Real Estate	2.670	5.367
Utilities	2.650	3.175

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	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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