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In Indiana 529 Direct Savings Plan 2036 Enrollment Portfolio (0P0000O7YZ)

US Funds

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17.500 -0.460 -2.56%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 503.06M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O7YZ Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Aggressive Gr (0P0000O7YZ) fund. Our IN CollegeChoice Direct Savings Plan Aggressive Gr 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	4.130	7.590	3.460
Stocks	58.090	58.090	0.000
Bonds	28.830	28.840	0.010
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	8.930	9.000	0.070

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.078	18.078
Price to Book	2.664	2.664
Price to Sales	2.046	2.046
Price to Cash Flow	12.290	12.290
Dividend Yield	2.314	2.314
5 Years Earnings Growth	10.767	10.767

Sector Allocation

Name	Net %	Category Average
Technology	23.640	23.640
Financial Services	14.950	14.950
Healthcare	10.550	10.550
Consumer Cyclical	10.080	10.080
Industrials	9.800	9.800
Real Estate	7.430	7.430
Communication Services	7.380	7.380
Consumer Defensive	6.110	6.110
Basic Materials	3.720	3.720
Energy	3.590	3.590
Utilities	2.730	2.730

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 %
Schwab S&P 500 Index Inv	-	32.90	-	-
Vanguard Total Bond Market II Idx Inv	-	18.03	-	-
iShares MSCI EAFE Intl Idx K	-	16.30	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.88	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.18	-	-
Vanguard High-Yield Corporate Adm	-	6.02	-	-
Vanguard Total Intl Bd Idx Investor	-	4.52	-	-
Vanguard Real Estate Index Institutional	-	3.12	-	-
Vanguard Stable Value	-	2.57	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.48	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	17.500	-0.460	-2.56%