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In Indiana 529 Direct Savings Plan 2036 Enrollment Portfolio (0P0000O7YZ)

US Funds

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17.920 +0.420 +2.40%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 521.66M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7YZ Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Aggressive Gr (0P0000O7YZ) fund. Our IN CollegeChoice Direct Savings Plan Aggressive Gr 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	2.760	4.880	2.120
Stocks	58.090	58.090	0.000
Bonds	30.760	30.790	0.030
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	8.370	8.470	0.100

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.841	17.841
Price to Book	2.633	2.633
Price to Sales	2.041	2.041
Price to Cash Flow	12.306	12.306
Dividend Yield	2.333	2.333
5 Years Earnings Growth	10.026	10.026

Sector Allocation

Name	Net %	Category Average
Technology	23.820	23.820
Financial Services	15.370	15.370
Consumer Cyclical	10.540	10.540
Healthcare	9.890	9.890
Industrials	9.780	9.780
Communication Services	7.590	7.590
Real Estate	7.380	7.380
Consumer Defensive	6.020	6.020
Basic Materials	3.610	3.610
Energy	3.330	3.330
Utilities	2.680	2.680

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Schwab S&P 500 Index Inv	-	32.29	-	-
Vanguard Total Bond Market II Idx Inv	-	18.65	-	-
iShares MSCI EAFE Intl Idx K	-	16.47	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.30	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.59	-	-
Vanguard High-Yield Corporate Adm	-	6.02	-	-
Vanguard Total Intl Bd Idx Investor	-	4.52	-	-
Vanguard Real Estate Index Institutional	-	3.11	-	-
Vanguard Stable Value	-	2.59	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.46	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	17.920	+0.420	+2.40%