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Ny New York's 529 Program Direct Growth Portfolio (0P0000O6NM)

US Funds

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51.100 +0.250 +0.49%

07/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.15B

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6NM Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Growth Portfolio (0P0000O6NM) fund. Our NY New York’s 529 Program Direct Growth Portfolio 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	0.820	5.110	4.290
Stocks	79.270	79.270	0.000
Bonds	19.840	19.860	0.020
Convertible	0.020	0.020	0.000
Other	0.060	0.060	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.642	17.574
Price to Book	2.550	2.577
Price to Sales	1.882	1.905
Price to Cash Flow	11.527	11.246
Dividend Yield	2.112	2.216
5 Years Earnings Growth	10.170	10.071

Sector Allocation

Name	Net %	Category Average
Technology	23.880	21.846
Financial Services	17.110	17.091
Consumer Cyclical	11.320	10.950
Industrials	11.200	10.779
Healthcare	9.990	10.584
Communication Services	7.830	7.017
Consumer Defensive	5.560	6.529
Energy	3.890	4.540
Basic Materials	3.860	3.712
Real Estate	2.760	3.944
Utilities	2.600	3.006

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	48.01	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	32.19	-	-
Vanguard Total Bond Market II Idx I	-	13.86	-	-
Vanguard Total Intl Bd Idx Institutional	-	5.95	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	51.100	+0.250	+0.49%