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Ne Nest Direct College Savings Plan Age-based Aggressive 19+ Portfolio (0P0000RZCV)

US Funds

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17.350 +0.200 +1.17%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 153.48M

Type: Fund

Market: United States

Issuer: First National Bank Of Omaha

Asset Class: Equity

General
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0P0000RZCV Holdings

Comprehensive information about top holdings and Key Holding Information for the NE NEST Direct 529 Age-Based Aggressive Investment (0P0000RZCV) fund. Our NE NEST Direct 529 Age-Based Aggressive Investment 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	9.380	11.490	2.110
Stocks	19.290	19.290	0.000
Bonds	70.480	70.500	0.020
Convertible	0.050	0.050	0.000
Other	0.790	0.790	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.216	17.579
Price to Book	2.807	3.036
Price to Sales	2.220	1.926
Price to Cash Flow	12.408	10.121
Dividend Yield	2.174	2.554
5 Years Earnings Growth	10.247	9.348

Sector Allocation

Name	Net %	Category Average
Technology	23.010	20.281
Financial Services	14.280	15.276
Real Estate	12.150	8.276
Healthcare	10.220	11.519
Consumer Cyclical	9.760	10.148
Industrials	9.000	9.759
Communication Services	7.400	7.631
Consumer Defensive	4.850	6.495
Energy	3.830	4.125
Basic Materials	3.050	3.226
Utilities	2.450	3.264

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Short-Term Bond Idx InstlPls	-	25.08	-	-
TCW MetWest Total Return Bd Plan	-	15.16	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.14	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.04	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	7.75	-	-
Vanguard Global Credit Bond Admiral	-	5.04	-	-
Vanguard Total Intl Stock Idx InstlPls	-	2.95	-	-
Vanguard Equity-Income Adm	-	2.47	-	-
T. Rowe Price Lrg Cp Gr I	-	2.40	-	-
Vanguard Real Estate Index Institutional	-	2.03	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	263.27M	1.41	12.34	12.59
NE NEST Direct 529 Growth Static In	194.02M	3.09	6.78	8.44
NE TD Ameritrade 529 T Rowe Price L	172.25M	0.01	12.95	15.09
NE NEST Direct 529 T Rowe Price Lar	171.19M	0.01	12.96	15.21
NE NEST Direct 529 Vanguard Equity	72.34M	5.11	9.72	10.23

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