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In Indiana 529 Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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14.880 -0.270 -1.78%

31/12 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 573.55M

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0P0000O7ZB Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Moderate Grow (0P0000O7ZB) fund. Our IN CollegeChoice Direct Savings Plan Moderate Grow 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	13.860	19.480	5.620
Stocks	30.790	30.790	0.000
Bonds	50.560	50.580	0.020
Convertible	0.020	0.020	0.000
Other	4.760	4.800	0.040

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.114	17.480
Price to Book	2.673	2.478
Price to Sales	2.053	1.820
Price to Cash Flow	12.318	11.311
Dividend Yield	2.307	2.053
5 Years Earnings Growth	10.764	11.709

Sector Allocation

Name	Net %	Category Average
Technology	23.700	22.555
Financial Services	14.920	14.975
Healthcare	10.540	11.310
Consumer Cyclical	10.080	10.895
Industrials	9.780	10.840
Real Estate	7.460	5.210
Communication Services	7.390	7.585
Consumer Defensive	6.110	6.260
Basic Materials	3.710	4.235
Energy	3.590	3.400
Utilities	2.720	2.740

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: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Index Inv	-	30.91	-	-
Schwab S&P 500 Index Inv	-	17.53	-	-
Vanguard Stable Value	-	12.87	-	-
Vanguard High-Yield Corporate Adm	-	10.27	-	-
iShares MSCI EAFE Intl Idx K	-	8.56	-	-
Vanguard Total International Bond ETF	-	7.71	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.73	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.25	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.52	-	-
Vanguard Real Estate Index Institutional	-	1.66	-	-

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	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	14.880	-0.270	-1.78%