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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

US Funds

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33.120 +0.060 +0.18%

26/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 470.74M

General
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0P0000O5RA Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Growth Portfo (0P0000O5RA) fund. Our CO CollegeInvest Direct 529 Moderate Growth Portfo 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	0.690	5.910	5.220
Stocks	48.870	48.870	0.000
Bonds	50.370	50.420	0.050
Convertible	0.040	0.040	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.121	17.235
Price to Book	2.498	2.528
Price to Sales	1.833	1.865
Price to Cash Flow	11.360	11.113
Dividend Yield	2.154	2.227
5 Years Earnings Growth	10.425	10.375

Sector Allocation

Name	Net %	Category Average
Technology	24.760	21.604
Financial Services	16.770	15.909
Consumer Cyclical	11.220	10.175
Industrials	11.130	10.990
Healthcare	9.740	11.323
Communication Services	7.530	7.378
Consumer Defensive	5.650	5.971
Energy	3.920	4.268
Basic Materials	3.830	3.643
Real Estate	2.800	5.532
Utilities	2.640	3.208

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 Bond Market II Idx I	-	35.03	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	29.62	-	-
Vanguard Total Intl Stock Idx InstlPls	-	19.90	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.07	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	33.120	+0.060	+0.18%