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In Indiana 529 Direct Savings Plan 2036 Enrollment Portfolio (0P0000O7YZ)

US Funds

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17.970 +0.050 +0.28%

28/02 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 526.78M

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0P0000O7YZ Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Aggressive Gr (0P0000O7YZ) fund. Our IN CollegeChoice Direct Savings Plan Aggressive Gr 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	2.970	6.710	3.740
Stocks	58.260	58.260	0.000
Bonds	30.900	30.930	0.030
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	7.840	7.940	0.100

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.345	18.345
Price to Book	2.643	2.643
Price to Sales	2.068	2.068
Price to Cash Flow	12.132	12.132
Dividend Yield	2.314	2.314
5 Years Earnings Growth	10.333	10.333

Sector Allocation

Name	Net %	Category Average
Technology	22.500	22.500
Financial Services	15.680	15.680
Consumer Cyclical	10.630	10.630
Healthcare	10.110	10.110
Industrials	9.940	9.940
Communication Services	7.830	7.830
Real Estate	7.580	7.580
Consumer Defensive	6.010	6.010
Basic Materials	3.710	3.710
Energy	3.330	3.330
Utilities	2.670	2.670

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 %
Schwab S&P 500 Index Inv	-	31.52	-	-
Vanguard Total Bond Market II Idx Inv	-	18.97	-	-
iShares MSCI EAFE Intl Idx K	-	17.28	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	7.77	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.59	-	-
Vanguard High-Yield Corporate Adm	-	6.10	-	-
Vanguard Total Intl Bd Idx Investor	-	4.56	-	-
Vanguard Real Estate Index Institutional	-	3.26	-	-
Vanguard Stable Value	-	2.49	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.48	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	17.970	+0.050	+0.28%