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Ny New York's 529 Program Direct Moderate Growth Portfolio (0P0000O6OQ)

US Funds

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36.270 +0.100 +0.28%

12/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 686.93M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6OQ Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Moderate Growth P (0P0000O6OQ) fund. Our NY New York’s 529 Program Direct Moderate Growth P 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	0.610	9.240	8.630
Stocks	59.330	59.330	0.000
Bonds	39.990	40.030	0.040
Convertible	0.030	0.030	0.000
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.641	17.480
Price to Book	2.550	2.559
Price to Sales	1.882	1.888
Price to Cash Flow	11.526	11.195
Dividend Yield	2.112	2.205
5 Years Earnings Growth	10.170	10.274

Sector Allocation

Name	Net %	Category Average
Technology	23.870	21.211
Financial Services	17.110	16.040
Consumer Cyclical	11.320	10.256
Industrials	11.200	11.030
Healthcare	9.990	11.468
Communication Services	7.830	7.481
Consumer Defensive	5.560	5.946
Energy	3.890	4.277
Basic Materials	3.860	3.675
Real Estate	2.760	5.444
Utilities	2.600	3.174

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	35.92	-	-
Vanguard Total Bond Market II Idx I	-	27.92	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	24.10	-	-
Vanguard Total Intl Bd Idx Institutional	-	12.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	36.270	+0.100	+0.28%