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

US Funds

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13.850 -0.150 -1.07%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 627.93M

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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	35.250	39.560	4.310
Stocks	20.130	20.130	0.000
Bonds	41.800	41.840	0.040
Convertible	0.010	0.010	0.000
Other	2.800	2.830	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.895	17.895
Price to Book	2.626	2.626
Price to Sales	2.030	2.030
Price to Cash Flow	11.945	11.945
Dividend Yield	2.297	2.297
5 Years Earnings Growth	11.395	11.395

Sector Allocation

Name	Net %	Category Average
Technology	23.060	23.060
Financial Services	14.740	14.740
Healthcare	10.670	10.670
Consumer Cyclical	10.110	10.110
Industrials	9.830	9.830
Real Estate	8.070	8.070
Communication Services	7.190	7.190
Consumer Defensive	6.170	6.170
Basic Materials	3.840	3.840
Energy	3.590	3.590
Utilities	2.720	2.720

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	-	34.46	-	-
Vanguard Total Bond Market Index Inv	-	25.47	-	-
Schwab S&P 500 Index Inv	-	10.98	-	-
Vanguard High-Yield Corporate Adm	-	8.50	-	-
Vanguard Total International Bond ETF	-	6.35	-	-
iShares MSCI EAFE Intl Idx K	-	5.74	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.79	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	2.37	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.12	-	-
Vanguard Real Estate Index Institutional	-	1.22	-	-

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. %
	IN CollegeChoice .	13.850	-0.150	-1.07%