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Pa Pennsylvania 529 Investment Plan Moderate Growth Portfolio (0P0000O6H3)

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27.920 -0.180 -0.64%

12/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 357.38M

Type: Fund

Market: United States

Issuer: Pennsylvania Treasury Department

Asset Class: Equity

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0P0000O6H3 Holdings

Comprehensive information about top holdings and Key Holding Information for the PA Pennsylvania 529 Investment Plan Moderate Growt (0P0000O6H3) fund. Our PA Pennsylvania 529 Investment Plan Moderate Growt 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	0.200	10.670	10.470
Stocks	50.310	50.310	0.000
Bonds	49.430	49.480	0.050
Convertible	0.030	0.030	0.000
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.082	17.790
Price to Book	2.506	2.947
Price to Sales	1.829	2.098
Price to Cash Flow	11.289	11.934
Dividend Yield	2.131	2.106
5 Years Earnings Growth	11.488	11.379

Sector Allocation

Name	Net %	Category Average
Technology	23.690	23.052
Financial Services	16.020	15.467
Industrials	11.370	10.644
Healthcare	10.860	13.189
Consumer Cyclical	10.690	9.357
Communication Services	7.170	7.000
Consumer Defensive	6.010	6.536
Basic Materials	4.320	3.412
Energy	4.020	5.053
Real Estate	3.050	3.365
Utilities	2.810	2.924

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	-	34.49	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.36	-	-
Vanguard Total Intl Stock Idx InstlPls	-	20.31	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.85	-	-

Top Equity Funds by Pennsylvania Treasury Department

Name	Total Assets	YTD%	3Y%	10Y%
PA Pennsylvania 529 Investment Plag	315.83M	11.66	3.43	7.59
PA Pennsylvania 529 Investment Plan	57.55M	20.41	7.32	13.10
PA Pennsylvania 529 Investment Plai	45.86M	4.61	-0.46	3.05

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Recent Quotes

	Name	Price	Chg.	Chg. %
	PA Pennsylvania 5.	27.920	-0.180	-0.64%
	Harbor Discipline.	41.05	-0.25	-0.61%