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Ar Ishares 529 Plan Ishares Msci Eafe Minimum Volatility Factor Portfolio F (0P0000XC33)

US Funds

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18.260 +0.530 +2.99%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.06M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000XC33 Holdings

Comprehensive information about top holdings and Key Holding Information for the AR iShares 529 Plan iShares MSCI EAFE Minimum Vola (0P0000XC33) fund. Our AR iShares 529 Plan iShares MSCI EAFE Minimum Vola 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	0.590	0.570
Stocks	99.700	99.700	0.000
Other	0.280	0.300	0.020

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.362	17.493
Price to Book	1.781	2.261
Price to Sales	1.413	2.327
Price to Cash Flow	9.307	10.002
Dividend Yield	3.268	2.607
5 Years Earnings Growth	9.863	10.685

Sector Allocation

Name	Net %	Category Average
Financial Services	21.690	14.572
Industrials	17.320	13.052
Healthcare	12.750	11.870
Consumer Cyclical	10.290	10.234
Technology	10.110	18.748
Consumer Defensive	7.870	6.193
Basic Materials	5.950	6.276
Communication Services	5.440	6.433
Energy	3.550	4.202
Utilities	2.950	2.702
Real Estate	2.080	18.440

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	iShares MSCI EAFE ETF	-	100.00	-	-

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	1.35B	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AR iShares 529 Pl.	18.260	+0.530	+2.99%