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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

US Funds

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17.200 +0.230 +1.36%

30/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 155.72M

Type: Fund

Market: United States

Issuer: First National Bank Of Omaha

Asset Class: Equity

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0P0000RZCV Holdings

Comprehensive information about top holdings and Key Holding Information for the NE NEST Direct 529 Age-Based Aggressive Investment (0P0000RZCV) fund. Our NE NEST Direct 529 Age-Based Aggressive Investment 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	8.490	11.020	2.530
Stocks	19.920	19.920	0.000
Bonds	70.840	70.860	0.020
Convertible	0.060	0.060	0.000
Other	0.680	0.680	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.766	16.666
Price to Book	2.754	2.383
Price to Sales	2.154	1.796
Price to Cash Flow	12.578	9.645
Dividend Yield	2.169	2.777
5 Years Earnings Growth	11.410	10.298

Sector Allocation

Name	Net %	Category Average
Technology	23.090	20.221
Financial Services	13.670	14.942
Real Estate	11.980	8.318
Healthcare	11.410	11.979
Consumer Cyclical	8.940	9.734
Industrials	8.850	9.836
Communication Services	6.680	7.320
Consumer Defensive	5.340	6.675
Energy	4.270	4.269
Basic Materials	3.350	3.434
Utilities	2.420	3.273

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Short-Term Bond Idx InstlPls	-	24.97	-	-
Vanguard Total Bond Market Idx InstlPls	-	14.95	-	-
TCW MetWest Total Return Bd Plan	-	14.94	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.00	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	8.06	-	-
Vanguard Global Credit Bond Admiral	-	4.99	-	-
Vanguard Total Intl Stock Idx InstlPls	-	3.01	-	-
Vanguard Equity-Income Adm	-	2.54	-	-
T. Rowe Price Lrg Cp Gr I	-	2.51	-	-
Vanguard Real Estate Index Institutional	-	2.01	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	253.48M	21.94	11.70	12.97
NE NEST Direct 529 Growth Static In	201.1M	14.65	5.81	8.98
NE TD Ameritrade 529 T Rowe Price L	166.79M	24.53	7.70	15.70
NE NEST Direct 529 T Rowe Price Lar	164.73M	24.55	7.71	15.83
NE NEST Direct 529 Vanguard Equity	71.03M	15.92	10.65	10.35

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	17.200	+0.230	+1.36%