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

US Funds

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16.960 -0.230 -1.34%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 155.75M

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	8.490	11.020	2.530
Stocks	19.920	19.920	0.000
Bonds	70.840	70.860	0.020
Convertible	0.060	0.060	0.000
Other	0.680	0.680	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.766	17.489
Price to Book	2.754	3.016
Price to Sales	2.154	1.904
Price to Cash Flow	12.578	10.168
Dividend Yield	2.169	2.567
5 Years Earnings Growth	11.410	9.335

Sector Allocation

Name	Net %	Category Average
Technology	23.090	20.377
Financial Services	13.670	15.148
Real Estate	11.980	8.302
Healthcare	11.410	11.599
Consumer Cyclical	8.940	9.964
Industrials	8.850	9.823
Communication Services	6.680	7.388
Consumer Defensive	5.340	6.596
Energy	4.270	4.212
Basic Materials	3.350	3.289
Utilities	2.420	3.299

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	-	24.97	-	-
Vanguard Total Bond Market Idx InstlPls	-	14.95	-	-
TCW MetWest Total Return Bd Plan	-	14.94	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	11.00	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	8.06	-	-
Vanguard Global Credit Bond Admiral	-	4.99	-	-
Vanguard Total Intl Stock Idx InstlPls	-	3.01	-	-
Vanguard Equity-Income Adm	-	2.54	-	-
T. Rowe Price Lrg Cp Gr I	-	2.51	-	-
Vanguard Real Estate Index Institutional	-	2.01	-	-

Top Equity Funds by Union Bank & Trust Co

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	259.55M	24.82	8.74	12.71
NE NEST Direct 529 Growth Static In	194.9M	12.44	3.32	8.44
NE TD Ameritrade 529 T Rowe Price L	172.74M	30.85	7.35	15.77
NE NEST Direct 529 T Rowe Price Lar	170.68M	30.87	7.35	15.89
NE NEST Direct 529 Vanguard Equity	69.38M	15.05	7.36	9.84

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE NEST Direct 52.	16.960	-0.230	-1.34%