Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Il Bright Directions Northern Funds Stock Index 529 Portfolio F (0P0000O5BY)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
62.780 +0.680    +1.10%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 68.15M
Type:  Fund
Market:  United States
Issuer:  Union Bank & Trust Company (Lincoln, NE)
Asset Class:  Equity
IL Bright Directions Northern Stock Index 529 Port 62.780 +0.680 +1.10%

0P0000O5BY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the IL Bright Directions Northern Stock Index 529 Port (0P0000O5BY) fund. Our IL Bright Directions Northern Stock Index 529 Port portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.340 2.340 0.000
Stocks 97.660 97.660 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.906 21.128
Price to Book 4.245 3.955
Price to Sales 2.817 2.645
Price to Cash Flow 15.148 14.569
Dividend Yield 1.419 1.519
5 Years Earnings Growth 12.087 11.528

Sector Allocation

Name  Net % Category Average
Technology 33.660 30.430
Financial Services 12.010 13.026
Healthcare 11.740 12.099
Consumer Cyclical 10.110 10.399
Communication Services 9.350 8.806
Industrials 7.270 8.553
Consumer Defensive 5.750 5.916
Energy 3.650 3.509
Utilities 2.370 2.582
Real Estate 2.150 2.548
Basic Materials 1.950 2.204

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

Name ISIN Weight % Last Change %
Northern Stock Index - 100.00 - -

Top Equity Funds by Union Bank & Trust Company (Lincoln, NE)

  Name Rating Total Assets YTD% 3Y% 10Y%
  IL Bright Directions T Rowe Price I 67.97M 33.11 8.69 16.19
  IL Bright Directions Delaware Smala 56.7M 19.38 5.76 9.20
  IL Bright Directions MFS Value 529 56.68M 19.34 8.66 9.35
  IL Bright Directions AC Value 529 A 55.93M 15.33 9.79 8.24
  AL CollegeCounts 529 Vanguard 500 I 51.44M 27.80 11.21 13.08
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O5BY Comments

Write your thoughts about Il Bright Directions Northern Funds Stock Index 529 Portfolio F
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email