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Ny New York's 529 Program Direct Conservative Growth Portfolio (0P0000O6O2)

US Funds

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25.510 -0.010 -0.04%

23/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 399.07M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6O2 Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Conservative Grow (0P0000O6O2) fund. Our NY New York’s 529 Program Direct Conservative Grow portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	19.850	19.850	0.000
Bonds	80.390	80.500	0.110
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.279	16.983
Price to Book	2.507	2.471
Price to Sales	1.838	1.799
Price to Cash Flow	11.260	11.093
Dividend Yield	2.175	2.239
5 Years Earnings Growth	11.040	10.889

Sector Allocation

Name	Net %	Category Average
Technology	23.790	23.548
Financial Services	16.430	16.501
Industrials	11.340	11.306
Healthcare	10.590	10.460
Consumer Cyclical	10.560	10.575
Communication Services	7.320	7.324
Consumer Defensive	5.880	5.979
Basic Materials	4.230	4.205
Energy	4.090	4.227
Real Estate	2.970	2.943
Utilities	2.800	2.933

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	56.01	-	-
Vanguard Total Intl Bd Idx Institutional	-	24.01	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	11.99	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	8.04	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	25.510	-0.010	-0.04%