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Ny New York's 529 Program Direct Conservative Growth Portfolio (0P0000O6O2)

US Funds

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25.400 -0.040 -0.16%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.08B

General
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0P0000O6O2 Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Conservative Grow (0P0000O6O2) fund. Our NY New York’s 529 Program Direct Conservative 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	0.020	15.720	15.700
Stocks	25.630	25.630	0.000
Bonds	74.300	74.370	0.070
Convertible	0.050	0.050	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.073	16.774
Price to Book	2.503	2.461
Price to Sales	1.827	1.783
Price to Cash Flow	11.280	11.086
Dividend Yield	2.133	2.207
5 Years Earnings Growth	11.432	11.324

Sector Allocation

Name	Net %	Category Average
Technology	23.670	23.295
Financial Services	16.020	16.019
Industrials	11.370	11.339
Healthcare	10.860	10.808
Consumer Cyclical	10.690	10.672
Communication Services	7.170	7.173
Consumer Defensive	6.010	6.118
Basic Materials	4.330	4.404
Energy	4.020	4.178
Real Estate	3.050	3.031
Utilities	2.810	2.966

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	51.83	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.33	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	15.46	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	10.38	-	-

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
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27
NY New Yorks 529 Program Direct Gro	1.57B	23.62	7.39	15.07

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	25.400	-0.040	-0.16%