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Me Nextgen College Investing Plan Direct Ishares 2027 Enrollment Portfolio (0P0000Q2SW)

US Funds

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20.380 -0.250 -1.21%

31/03 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Merrill Lynch Pierce Fenner & Smith

Asset Class: Equity

Morningstar Rating:
Total Assets: 125.03M

General
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0P0000Q2SW Holdings

Comprehensive information about top holdings and Key Holding Information for the ME NextGen College Investing Plan iShares Age-Base (0P0000Q2SW) fund. Our ME NextGen College Investing Plan iShares Age-Base 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	0.390	1.920	1.530
Stocks	33.070	33.070	0.000
Bonds	66.530	66.530	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.443	16.727
Price to Book	2.626	2.266
Price to Sales	2.021	1.679
Price to Cash Flow	11.719	9.049
Dividend Yield	2.147	2.730
5 Years Earnings Growth	10.489	9.767

Sector Allocation

Name	Net %	Category Average
Technology	23.570	19.634
Financial Services	16.370	15.053
Consumer Cyclical	10.300	9.865
Industrials	10.150	9.953
Healthcare	9.690	11.765
Communication Services	7.600	7.744
Real Estate	7.080	9.240
Consumer Defensive	5.580	6.673
Energy	3.680	3.820
Basic Materials	3.520	3.223
Utilities	2.450	3.033

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares Core US Aggregate Bond	US4642872265	55.05	99.46	+0.09%
iShares Core S&P Total U.S. Stock Market	US4642871507	20.54	110.23	-5.87%
iShares Core MSCI Total Intl Stk ETF	-	11.08	-	-
iShares TIPS Bond	US4642871762	8.24	110.60	-0.33%
iShares 20+ Year Treasury Bond ETF	-	3.60	-	-
iShares Core U.S. REIT	US4642885218	1.48	53.10	-4.27%

Top Equity Funds by Merrill Lynch Pierce Fenner & Smith

Name	Total Assets	YTD%	3Y%	10Y%
ME NextGen College Investing Plan a	175.9M	-1.21	13.40	14.45
ME NextGen iShares Ages 8 10 A	150.92M	2.83	4.51	5.98
ME NextGen College Investing Plan d	125.03M	1.41	12.30	12.77
ME NextGen College Investing Plan 0	125.03M	2.70	7.37	8.40
ME NextGen College Investing Plan 8	125.03M	2.88	4.84	6.38

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