Breaking News
Get 45% Off 0
🚨 Don’t miss Canada's updated list of AI-picked stocks for this month
Pick Stocks with AI
Close

Nv Victory College Savings Plan Conservative Portfolio (0P0000O5W9)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
27.945 +0.440    +1.60%
31/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 735.16M
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Bond
NV USAA College Savings Plan Conservative Portfoli 27.945 +0.440 +1.60%

0P0000O5W9 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the NV USAA College Savings Plan Conservative Portfoli (0P0000O5W9) fund. Our NV USAA College Savings Plan Conservative Portfoli portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 15.290 15.310 0.020
Stocks 36.420 47.250 10.830
Bonds 47.060 47.060 0.000
Convertible 0.040 0.040 0.000
Preferred 1.140 1.140 0.000
Other 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.111 17.348
Price to Book 2.070 2.510
Price to Sales 1.387 1.841
Price to Cash Flow 9.145 11.329
Dividend Yield 2.953 2.181
5 Years Earnings Growth 9.613 10.123

Sector Allocation

Name  Net % Category Average
Technology 19.990 23.628
Financial Services 17.130 17.093
Industrials 11.100 11.186
Consumer Cyclical 10.440 11.238
Healthcare 9.510 9.929
Communication Services 7.330 7.763
Consumer Defensive 7.220 5.706
Energy 5.760 4.048
Utilities 4.460 2.758
Basic Materials 4.340 3.898
Real Estate 2.730 2.761

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name ISIN Weight % Last Change %
Victory Short-Term Bond Institutional - 20.62 - -
Victory Income Institutional - 11.70 - -
Victory Core Plus Intermediate BondInstl - 10.57 - -
Victory International Institutional - 9.93 - -
Victory Nasdaq 100 Index Institutional - 8.07 - -
Victory Market Neutral Income I - 7.00 - -
Victory Government Securities Inst - 6.95 - -
Victory Income Stock Institutional - 6.07 - -
Victory Value Institutional - 6.04 - -
Victory Emerging Markets Institutional - 2.88 - -

Top Bond Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NV USAA College Savings Plan In Col 818.04M 0.95 4.36 2.64
  NY New Yorks 529 Program Direct Bon 562.83M 0.67 -1.55 1.07
  NV Vanguard 529 College Savings Plb 355.48M 0.65 -1.57 1.02
  MO MOST Missouris 529 Vanguard Inco 319.7M 0.95 0.64 3.00
  MO MOST Missouris 529 Vanguard Totp 4.22M 0.16 -0.21 1.57
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O5W9 Comments

Write your thoughts about Nv Victory College Savings Plan Conservative Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email