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Id Ideal - Idaho College Savings Program Moderate Option Conservative Growth Ages 15-16 (0P0000O7KW)

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18.890 +0.020 +0.11%

07:00:00 - 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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0P0000O7KW Holdings

Comprehensive information about top holdings and Key Holding Information for the ID Ideal - Idaho College Savings Program Moderate (0P0000O7KW) fund. Our ID Ideal - Idaho College Savings Program 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 %
Stocks	24.870	24.870	0.000
Bonds	75.350	75.460	0.110
Convertible	0.060	0.060	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.286	16.643
Price to Book	2.509	2.262
Price to Sales	1.839	1.673
Price to Cash Flow	11.266	9.082
Dividend Yield	2.174	2.730
5 Years Earnings Growth	11.040	9.853

Sector Allocation

Name	Net %	Category Average
Technology	23.810	19.732
Financial Services	16.420	14.879
Industrials	11.340	9.999
Healthcare	10.590	11.817
Consumer Cyclical	10.560	9.818
Communication Services	7.320	7.674
Consumer Defensive	5.880	6.668
Basic Materials	4.220	3.268
Energy	4.090	3.845
Real Estate	2.970	9.244
Utilities	2.800	3.057

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	-	52.48	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.52	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	15.04	-	-
Vanguard Total Intl Stock Idx InstlPls	-	10.06	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	15.28	5.20	8.02
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Mog	2.21B	11.32	3.07	5.96
NY New Yorks 529 Program Direct Cog	2.08B	7.37	0.72	3.76
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ID Ideal - Idaho .	18.890	+0.020	+0.11%