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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

US Funds

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32.200 +0.060 +0.19%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 470.74M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5RA Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Growth Portfo (0P0000O5RA) fund. Our CO CollegeInvest Direct 529 Moderate Growth Portfo 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	2.420	12.530	10.110
Stocks	50.440	50.440	0.000
Bonds	47.080	47.130	0.050
Convertible	0.030	0.030	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.955	17.149
Price to Book	2.491	2.522
Price to Sales	1.812	1.855
Price to Cash Flow	11.215	11.053
Dividend Yield	2.153	2.212
5 Years Earnings Growth	11.599	11.233

Sector Allocation

Name	Net %	Category Average
Technology	23.770	21.001
Financial Services	16.110	15.423
Healthcare	11.320	12.213
Industrials	11.310	10.963
Consumer Cyclical	10.220	9.531
Communication Services	7.020	7.016
Consumer Defensive	6.060	6.333
Energy	4.280	4.621
Basic Materials	4.200	3.984
Real Estate	2.980	5.579
Utilities	2.720	3.338

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	-	34.28	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.49	-	-
Vanguard Total Intl Stock Idx InstlPls	-	20.44	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.77	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	14.28	5.53	8.38
NV Vanguard 529 College Savings Plp	2.5B	21.96	11.76	13.20
NY New Yorks 529 Program Direct Mog	2.21B	10.96	3.43	6.29
NY New Yorks 529 Program Direct Cog	2.08B	7.62	1.08	4.05
NV Vanguard 529 College Savings Psm	1.81B	20.52	10.02	12.65

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Recent Quotes

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