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

US Funds

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25.420 +0.020 +0.08%

21/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.08B

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	25.230	25.230	0.000
Bonds	74.960	75.060	0.100
Convertible	0.060	0.060	0.000
Other	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.917	16.614
Price to Book	2.484	2.439
Price to Sales	1.818	1.771
Price to Cash Flow	11.212	11.011
Dividend Yield	2.177	2.251
5 Years Earnings Growth	11.377	11.272

Sector Allocation

Name	Net %	Category Average
Technology	23.860	23.430
Financial Services	16.220	16.200
Industrials	11.300	11.288
Consumer Cyclical	10.620	10.613
Healthcare	10.620	10.606
Communication Services	7.330	7.306
Consumer Defensive	5.930	6.054
Basic Materials	4.250	4.343
Energy	4.050	4.202
Real Estate	3.000	2.988
Utilities	2.820	2.973

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	-	52.03	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.57	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	15.41	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	10.00	-	-

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
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27
NY New Yorks 529 Program Direct Gro	1.57B	23.62	7.39	15.07

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	25.420	+0.020	+0.08%