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Nv Victory College Savings Plan In College Portfolio (0P0000O5WX)

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20.848 +0.200    +0.95%
31/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 826.68M
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Bond
NV USAA College Savings Plan In College Portfolio 20.848 +0.200 +0.95%

0P0000O5WX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the NV USAA College Savings Plan In College Portfolio (0P0000O5WX) fund. Our NV USAA College Savings Plan In College Portfolio 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 46.030 46.040 0.010
Stocks 15.950 26.940 10.990
Bonds 36.750 36.750 0.000
Convertible 0.060 0.060 0.000
Preferred 1.200 1.200 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.104 14.682
Price to Book 1.852 2.433
Price to Sales 1.247 1.943
Price to Cash Flow 8.435 8.636
Dividend Yield 3.442 2.205
5 Years Earnings Growth 9.656 21.923

Sector Allocation

Name  Net % Category Average
Financial Services 18.390 14.643
Technology 17.470 23.250
Industrials 10.140 9.129
Consumer Cyclical 10.060 17.586
Healthcare 8.620 10.961
Consumer Defensive 7.490 5.475
Communication Services 7.450 8.522
Energy 7.010 5.193
Utilities 6.490 5.041
Basic Materials 4.510 15.672
Real Estate 2.360 4.895

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: 1

Name ISIN Weight % Last Change %
Victory Short-Term Bond Institutional - 35.01 - -
Victory Government Securities Inst - 7.11 - -
Victory Market Neutral Income I - 7.10 - -
Victory International Institutional - 4.80 - -
Victory Nasdaq 100 Index Institutional - 3.47 - -
Victory Value Institutional - 2.60 - -
Victory Income Stock Institutional - 2.60 - -
Victory Emerging Markets Institutional - 1.31 - -
Victory Small Cap Stock Institutional - 0.96 - -

Top Bond Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV USAA College Savings Plan Conser 721.26M 7.16 2.73 4.40
  NY New Yorks 529 Program Direct Bon 562.83M 0.67 -1.55 1.07
  NV Vanguard 529 College Savings Plb 355.48M 0.65 -1.57 1.02
  MO MOST Missouris 529 Vanguard Inco 319.7M 0.95 0.64 3.00
  MO MOST Missouris 529 Vanguard Totp 4.22M 0.16 -0.21 1.57
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