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Ne Nest Direct College Savings Plan Age-based Growth 6-10 Portfolio (0P0000RZD6)

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NE NEST Direct 529 Age-Based Growth Investment Opt historical data, for real-time data please try another search

18.020 0.000 0.00%

31/08 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 75.2M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000RZD6 Holdings

Comprehensive information about top holdings and Key Holding Information for the NE NEST Direct 529 Age-Based Growth Investment Opt (0P0000RZD6) fund. Our NE NEST Direct 529 Age-Based Growth Investment Opt 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	0.870	4.060	3.190
Stocks	32.450	32.450	0.000
Bonds	22.710	22.740	0.030
Convertible	0.040	0.040	0.000
Other	43.920	43.920	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.656	15.204
Price to Book	2.463	2.182
Price to Sales	1.877	1.610
Price to Cash Flow	10.858	8.200
Dividend Yield	2.417	2.350
5 Years Earnings Growth	10.999	11.697

Sector Allocation

Name	Net %	Category Average
Technology	18.320	17.915
Financial Services	16.330	17.376
Healthcare	15.170	12.393
Industrials	11.020	11.295
Consumer Cyclical	9.850	11.847
Consumer Defensive	8.580	7.808
Energy	6.810	5.827
Utilities	4.480	3.058
Communication Services	3.890	3.365
Basic Materials	2.960	4.670
Real Estate	2.580	4.448

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
State Street S&P 500 Index	-	21.20	-	-
Direct - State Street Msci	-	15.03	-	-
Vanguard Total Bond Market Idx InstlPls	-	13.64	-	-
Dp - Met West Total Return	-	9.43	-	-
T. Rowe Price Large Cap Growth Fund	-	8.93	-	-
Vanguard Equity-Income Adm	-	8.82	-	-
Vanguard Short-Term Bond Idx InstlPls	-	6.24	-	-
Dp Goldman Sachs Financial	-	4.12	-	-
Direct - Vanguard Reit Index	-	3.91	-	-
DFA World ex US Government Fxd Inc I	-	3.12	-	-

Top Equity Funds by First National Bank Of Omaha

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	259.55M	24.82	8.74	12.71
NE NEST Direct 529 Growth Static In	194.9M	12.44	3.32	8.44
NE TD Ameritrade 529 T Rowe Price L	172.74M	30.85	7.35	15.77
NE NEST Direct 529 T Rowe Price Lar	170.68M	30.87	7.35	15.89
NE NEST Direct 529 Age Based Aggr19	155.75M	5.60	0.92	3.47

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	18.020	0.000	0.00%