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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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24.220 +0.050 +0.21%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 351.58M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5O0 Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Conservative Growth Po (0P0000O5O0) fund. Our CO CollegeInvest Direct 529 Conservative Growth Po portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	25.280	25.280	0.000
Bonds	74.820	74.920	0.100
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.444	17.041
Price to Book	2.551	2.479
Price to Sales	1.865	1.804
Price to Cash Flow	11.403	11.113
Dividend Yield	2.140	2.233
5 Years Earnings Growth	11.031	10.972

Sector Allocation

Name	Net %	Category Average
Technology	24.110	23.475
Financial Services	16.300	16.365
Industrials	11.230	11.293
Healthcare	10.630	10.578
Consumer Cyclical	10.550	10.548
Communication Services	7.370	7.330
Consumer Defensive	5.860	5.995
Basic Materials	4.130	4.286
Energy	4.070	4.217
Real Estate	2.970	2.956
Utilities	2.790	2.958

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	52.00	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.47	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	15.73	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.77	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	15.28	5.20	8.02
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Mog	2.21B	11.32	3.07	5.96
NY New Yorks 529 Program Direct Cog	2.08B	7.37	0.72	3.76
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	24.220	+0.050	+0.21%