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In Indiana 529 Direct Savings Plan 2033 Enrollment Portfolio (0P0000O565)

US Funds

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16.470 +0.320 +1.98%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 499.97M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O565 Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Growth Portfo (0P0000O565) fund. Our IN CollegeChoice Direct Savings Plan 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	6.270	9.150	2.880
Stocks	43.740	43.740	0.000
Bonds	43.600	43.640	0.040
Convertible	0.020	0.020	0.000
Preferred	0.010	0.010	0.000
Other	6.360	6.430	0.070

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.868	17.868
Price to Book	2.641	2.641
Price to Sales	2.045	2.045
Price to Cash Flow	12.328	12.328
Dividend Yield	2.327	2.327
5 Years Earnings Growth	10.020	10.020

Sector Allocation

Name	Net %	Category Average
Technology	23.880	23.880
Financial Services	15.350	15.350
Consumer Cyclical	10.540	10.540
Healthcare	9.900	9.900
Industrials	9.770	9.770
Communication Services	7.600	7.600
Real Estate	7.350	7.350
Consumer Defensive	6.020	6.020
Basic Materials	3.590	3.590
Energy	3.330	3.330
Utilities	2.670	2.670

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 %
Vanguard Total Bond Market II Idx I	-	26.29	-	-
Schwab S&P 500 Index Inv	-	24.46	-	-
iShares MSCI EAFE Intl Idx K	-	12.37	-	-
Vanguard High-Yield Corporate Adm	-	8.62	-	-
Vanguard Total Intl Bd Idx Institutional	-	6.46	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	6.30	-	-
Vanguard Stable Value	-	6.22	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	4.86	-	-
Vanguard Real Estate Index Institutional	-	2.33	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.09	-	-

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 .	16.470	+0.320	+1.98%