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In Indiana 529 Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

US Funds

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13.890 -0.150 -1.07%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 641.23M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O56L Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Conservative (0P0000O56L) fund. Our IN CollegeChoice Direct Savings Plan Conservative 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	40.850	42.630	1.780
Stocks	17.410	17.410	0.000
Bonds	39.180	39.210	0.030
Convertible	0.020	0.020	0.000
Other	2.540	2.570	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.854	17.854
Price to Book	2.646	2.646
Price to Sales	2.044	2.044
Price to Cash Flow	12.329	12.329
Dividend Yield	2.319	2.319
5 Years Earnings Growth	10.033	10.033

Sector Allocation

Name	Net %	Category Average
Technology	23.990	23.990
Financial Services	15.380	15.380
Consumer Cyclical	10.580	10.580
Healthcare	9.920	9.920
Industrials	9.780	9.780
Communication Services	7.630	7.630
Real Estate	7.060	7.060
Consumer Defensive	6.030	6.030
Basic Materials	3.600	3.600
Energy	3.340	3.340
Utilities	2.680	2.680

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	40.14	-	-
Vanguard Total Bond Market Index Inv	-	24.00	-	-
Schwab S&P 500 Index Inv	-	9.79	-	-
Vanguard High-Yield Corporate Adm	-	7.90	-	-
Vanguard Total International Bond ETF	-	6.00	-	-
iShares MSCI EAFE Intl Idx K	-	4.91	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.52	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	1.95	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.91	-	-
Vanguard Real Estate Index Institutional	-	0.88	-	-

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	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	13.890	-0.150	-1.07%