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

US Funds

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17.400 -0.370 -2.08%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 485.53M

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	3.090	6.850	3.760
Stocks	57.770	57.770	0.000
Bonds	30.830	30.860	0.030
Convertible	0.010	0.010	0.000
Preferred	0.010	0.010	0.000
Other	8.290	8.360	0.070

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.668	17.668
Price to Book	2.606	2.606
Price to Sales	2.013	2.013
Price to Cash Flow	11.918	11.918
Dividend Yield	2.347	2.347
5 Years Earnings Growth	11.203	11.203

Sector Allocation

Name	Net %	Category Average
Technology	23.410	23.410
Financial Services	14.760	14.760
Healthcare	10.780	10.780
Consumer Cyclical	10.160	10.160
Industrials	9.850	9.850
Real Estate	7.440	7.440
Communication Services	7.260	7.260
Consumer Defensive	6.210	6.210
Basic Materials	3.810	3.810
Energy	3.600	3.600
Utilities	2.740	2.740

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	-	32.38	-	-
Vanguard Total Bond Market II Idx Inv	-	18.48	-	-
iShares MSCI EAFE Intl Idx K	-	16.32	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	8.24	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	6.46	-	-
Vanguard High-Yield Corporate Adm	-	6.19	-	-
Vanguard Total Intl Bd Idx Investor	-	4.63	-	-
Vanguard Real Estate Index Institutional	-	3.11	-	-
Vanguard Stable Value	-	2.66	-	-
Schwab Treasury Infl Protected Secs Idx	-	1.53	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	17.400	-0.370	-2.08%