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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

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32.530 +0.120 +0.37%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 470.74M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5RA Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Growth Portfo (0P0000O5RA) fund. Our CO CollegeInvest Direct 529 Moderate Growth Portfo 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	0.170	10.060	9.890
Stocks	49.600	49.600	0.000
Bonds	50.160	50.230	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	17.318	17.345
Price to Book	2.518	2.540
Price to Sales	1.845	1.878
Price to Cash Flow	11.294	11.102
Dividend Yield	2.166	2.215
5 Years Earnings Growth	11.038	10.958

Sector Allocation

Name	Net %	Category Average
Technology	23.870	21.108
Financial Services	16.400	15.446
Industrials	11.320	11.050
Healthcare	10.600	11.839
Consumer Cyclical	10.560	9.680
Communication Services	7.330	7.190
Consumer Defensive	5.880	6.262
Basic Materials	4.200	4.035
Energy	4.090	4.383
Real Estate	2.970	5.661
Utilities	2.790	3.346

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	-	34.92	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.19	-	-
Vanguard Total Intl Stock Idx InstlPls	-	19.86	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	15.28	5.20	8.02
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Mog	2.21B	11.32	3.07	5.96
NY New Yorks 529 Program Direct Cog	2.08B	7.37	0.72	3.76
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	32.530	+0.120	+0.37%