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In Indiana 529 Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

US Funds

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13.890 -0.150 -1.07%

31/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 641.23M

General
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0P0000O56L Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Conservative (0P0000O56L) fund. Our IN CollegeChoice Direct Savings Plan Conservative 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	40.850	42.630	1.780
Stocks	17.410	17.410	0.000
Bonds	39.180	39.210	0.030
Convertible	0.020	0.020	0.000
Other	2.540	2.570	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.854	17.624
Price to Book	2.646	2.597
Price to Sales	2.044	1.979
Price to Cash Flow	12.329	12.050
Dividend Yield	2.319	2.358
5 Years Earnings Growth	10.033	10.042

Sector Allocation

Name	Net %	Category Average
Technology	23.990	23.500
Financial Services	15.380	15.370
Consumer Cyclical	10.580	10.480
Healthcare	9.920	10.210
Industrials	9.780	9.940
Communication Services	7.630	7.280
Real Estate	7.060	7.080
Consumer Defensive	6.030	6.090
Basic Materials	3.600	3.700
Energy	3.340	3.650
Utilities	2.680	2.690

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	40.14	-	-
Vanguard Total Bond Market Index Inv	-	24.00	-	-
Schwab S&P 500 Index Inv	-	9.79	-	-
Vanguard High-Yield Corporate Adm	-	7.90	-	-
Vanguard Total International Bond ETF	-	6.00	-	-
iShares MSCI EAFE Intl Idx K	-	4.91	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.52	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.95	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.91	-	-
Vanguard Real Estate Index Institutional	-	0.88	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	13.890	-0.150	-1.07%