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Co Collegeinvest Direct 529 Growth Portfolio (0P0000O5NK)

US Funds

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42.040 +0.140 +0.33%

22/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 453.55M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5NK Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Growth Portfolio (0P0000O5NK) fund. Our CO CollegeInvest Direct 529 Growth Portfolio 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	0.290	5.390	5.100
Stocks	74.240	74.240	0.000
Bonds	25.380	25.420	0.040
Convertible	0.020	0.020	0.000
Other	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.859	17.306
Price to Book	2.468	2.635
Price to Sales	1.808	1.912
Price to Cash Flow	11.163	11.272
Dividend Yield	2.190	2.181
5 Years Earnings Growth	11.373	11.307

Sector Allocation

Name	Net %	Category Average
Technology	23.730	21.939
Financial Services	16.280	15.843
Industrials	11.350	11.186
Consumer Cyclical	10.620	10.584
Healthcare	10.610	11.412
Communication Services	7.310	6.799
Consumer Defensive	5.940	6.665
Basic Materials	4.290	3.960
Energy	4.060	4.512
Real Estate	3.000	3.999
Utilities	2.820	3.104

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 Instl Ttl Stk Mkt Idx InstlPls	-	44.83	-	-
Vanguard Total Intl Stock Idx InstlPls	-	29.93	-	-
Vanguard Total Bond Market II Idx I	-	17.68	-	-
Vanguard Total Intl Bd Idx Institutional	-	7.60	-	-

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
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	42.040	+0.140	+0.33%