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Co Collegeinvest Direct 529 Conservative Growth Portfolio (0P0000O5O0)

US Funds

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24.600 +0.040 +0.16%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 351.58M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5O0 Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Conservative Growth Po (0P0000O5O0) fund. Our CO CollegeInvest Direct 529 Conservative Growth Po 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	0.010	7.810	7.800
Stocks	24.670	24.670	0.000
Bonds	75.250	75.320	0.070
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	17.189	16.870
Price to Book	2.516	2.462
Price to Sales	1.844	1.796
Price to Cash Flow	11.416	11.174
Dividend Yield	2.139	2.220
5 Years Earnings Growth	10.417	10.358

Sector Allocation

Name	Net %	Category Average
Technology	24.900	24.363
Financial Services	16.700	16.794
Consumer Cyclical	11.220	11.155
Industrials	11.080	11.131
Healthcare	9.750	9.721
Communication Services	7.560	7.515
Consumer Defensive	5.640	5.783
Energy	3.910	4.076
Basic Materials	3.790	3.873
Real Estate	2.800	2.794
Utilities	2.640	2.792

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 Bond Market II Idx I	-	52.26	-	-
Vanguard Total Intl Bd Idx Institutional	-	22.59	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	15.14	-	-
Vanguard Total Intl Stock Idx InstlPls	-	9.85	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	24.600	+0.040	+0.16%