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Nv Victory College Savings Plan Age-based Option 9-11 Years Moderate Portfolio (0P0000O5XU)

US Funds

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36.443 -0.810 -2.17%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 4.22M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5XU Holdings

Comprehensive information about top holdings and Key Holding Information for the NV USAA College Savings Plan Age-Based Option 9-11 (0P0000O5XU) fund. Our NV USAA College Savings Plan Age-Based Option 9-11 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	7.470	7.500	0.030
Stocks	55.620	64.390	8.770
Bonds	36.090	36.090	0.000
Convertible	0.020	0.020	0.000
Preferred	0.750	0.750	0.000
Other	0.050	0.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.807	16.689
Price to Book	2.095	2.309
Price to Sales	1.366	1.641
Price to Cash Flow	9.325	9.575
Dividend Yield	2.828	2.458
5 Years Earnings Growth	10.533	10.311

Sector Allocation

Name	Net %	Category Average
Technology	20.270	20.328
Financial Services	15.400	14.945
Industrials	11.340	10.839
Healthcare	10.770	11.452
Consumer Cyclical	10.580	10.332
Communication Services	7.270	6.987
Consumer Defensive	7.230	6.498
Energy	5.230	4.191
Basic Materials	5.140	3.708
Utilities	3.830	2.903
Real Estate	2.940	7.819

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Victory International Institutional	-	14.88	-	-
Victory Income Institutional	-	12.70	-	-
Victory Nasdaq 100 Index Institutional	-	12.48	-	-
Victory Core Plus Intermediate BondInstl	-	10.92	-	-
Victory Income Stock Institutional	-	9.33	-	-
Victory Value Institutional	-	9.28	-	-
Victory Short-Term Bond Institutional	-	8.96	-	-
Victory Market Neutral Income I	-	5.70	-	-
Victory Emerging Markets Institutional	-	4.36	-	-
Victory Small Cap Stock Institutional	-	3.68	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NV USAA College S.	36.443	-0.810	-2.17%