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

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27.780 -0.130 -0.47%

27/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 173.08M

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	0.100	10.000	9.900
Stocks	49.770	49.770	0.000
Bonds	50.060	50.130	0.070
Convertible	0.040	0.040	0.000
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.328	17.803
Price to Book	2.521	2.959
Price to Sales	1.846	2.110
Price to Cash Flow	11.303	11.994
Dividend Yield	2.164	2.109
5 Years Earnings Growth	11.038	11.244

Sector Allocation

Name	Net %	Category Average
Technology	23.890	22.936
Financial Services	16.390	15.677
Industrials	11.310	10.707
Healthcare	10.600	12.987
Consumer Cyclical	10.560	9.413
Communication Services	7.330	7.032
Consumer Defensive	5.870	6.495
Basic Materials	4.200	3.449
Energy	4.080	4.928
Real Estate	2.970	3.394
Utilities	2.790	2.980

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	-	34.88	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.35	-	-
Vanguard Total Intl Stock Idx InstlPls	-	19.88	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.94	-	-

Top Equity Funds by Pennsylvania Treasury Department

Name	Total Assets	YTD%	3Y%	10Y%
PA Pennsylvania 529 Investment Plag	243.25M	15.18	5.15	7.78
PA Pennsylvania 529 Investment Plan	178.52M	27.88	9.71	13.44
PA Pennsylvania 529 Investment Plai	51.79M	6.42	0.15	3.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	PA Pennsylvania 5.	27.780	-0.130	-0.47%