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Ne Td Ameritrade 529 Age-based Growth Investment Option Ages 3-5 Portfolio (0P0000S1H5)

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NE TD Ameritrade 529 Age-Based Growth Investment O historical data, for real-time data please try another search

20.920 +0.320 +1.55%

30/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 17.59M

Type: Fund

Market: United States

Issuer: First National Bank Of Omaha

Asset Class: Equity

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0P0000S1H5 Holdings

Comprehensive information about top holdings and Key Holding Information for the NE TD Ameritrade 529 Age-Based Growth Investment O (0P0000S1H5) fund. Our NE TD Ameritrade 529 Age-Based Growth Investment O 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	0.390	2.680	2.290
Stocks	84.920	84.920	0.000
Bonds	14.620	14.630	0.010
Convertible	0.060	0.060	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.997	17.095
Price to Book	2.309	2.344
Price to Sales	1.738	1.719
Price to Cash Flow	8.363	9.643
Dividend Yield	2.331	2.383
5 Years Earnings Growth	8.913	10.086

Sector Allocation

Name	Net %	Category Average
Financial Services	16.700	15.786
Technology	14.150	19.958
Healthcare	11.940	11.363
Industrials	10.400	10.694
Consumer Cyclical	9.920	10.854
Communication Services	9.320	7.283
Real Estate	9.310	7.016
Consumer Defensive	6.850	6.558
Energy	4.530	4.078
Utilities	3.480	2.874
Basic Materials	3.400	3.535

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Option on S&P 500	-	32.13	-	-
TD - STATE STREET MSCI ACWI	-	20.19	-	-
T. Rowe Price Instl Large Cap Growth	-	10.08	-	-
Vanguard Russell 1000 Value Index I	-	9.95	-	-
Vanguard Total Bond Market Idx InstlPls	-	7.86	-	-
Vanguard Real Estate Index Institutional	-	4.96	-	-
Metropolitan West Total Return Bd I	-	4.91	-	-
iShares Russell 2000 ETF	-	3.03	-	-
Tributary Small Company Instl	-	2.96	-	-
Vanguard Extended Market Index Instl	-	2.00	-	-

Top Equity Funds by First National Bank Of Omaha

Name	Total Assets	YTD%	3Y%	10Y%
NE TD Ameritrade 529 State Street S	266.74M	2.77	11.70	13.36
NE NEST Direct 529 Growth Static In	196.64M	2.83	5.90	8.85
NE TD Ameritrade 529 T Rowe Price L	177.58M	2.68	12.41	16.14
NE NEST Direct 529 T Rowe Price Lar	174.7M	2.70	12.42	16.26
NE NEST Direct 529 Age Based Aggr19	151.81M	1.12	2.02	3.47

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NE TD Ameritrade .	20.920	+0.320	+1.55%