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Ar Bright Future Direct Plan Age-based Moderate Age 13-14 (0P0000O5LR)

US Funds

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AR GIFT College Investing Plan Age-Based Moderate historical data, for real-time data please try another search

17.590 -0.080 -0.45%

27/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000O5LR Holdings

Comprehensive information about top holdings and Key Holding Information for the AR GIFT College Investing Plan Age-Based Moderate (0P0000O5LR) fund. Our AR GIFT College Investing Plan Age-Based Moderate 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	1.270	16.090	14.820
Stocks	23.950	23.950	0.000
Bonds	73.930	73.960	0.030
Convertible	0.840	0.840	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.932	16.077
Price to Book	2.065	2.172
Price to Sales	1.449	1.593
Price to Cash Flow	7.898	8.795
Dividend Yield	2.631	2.677
5 Years Earnings Growth	11.458	10.247

Sector Allocation

Name	Net %	Category Average
Technology	19.000	19.547
Financial Services	15.510	15.353
Healthcare	12.190	11.718
Consumer Cyclical	11.270	10.323
Industrials	10.930	10.445
Consumer Defensive	7.190	6.878
Communication Services	7.020	6.849
Energy	5.170	4.321
Basic Materials	4.810	3.710
Real Estate	3.740	7.727
Utilities	3.170	3.130

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: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	53.07	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.56	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	14.49	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.89	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AR GIFT College I.	17.590	-0.080	-0.45%