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Ny New York's 529 Program Direct Moderate Growth Portfolio (0P0000O6OQ)

US Funds

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36.980 -0.160 -0.43%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 686.93M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6OQ Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Moderate Growth P (0P0000O6OQ) fund. Our NY New York’s 529 Program Direct Moderate Growth P 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	0.550	4.760	4.210
Stocks	58.850	58.850	0.000
Bonds	40.530	40.570	0.040
Convertible	0.030	0.030	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.124	17.245
Price to Book	2.499	2.512
Price to Sales	1.834	1.851
Price to Cash Flow	11.361	11.078
Dividend Yield	2.153	2.234
5 Years Earnings Growth	10.425	10.521

Sector Allocation

Name	Net %	Category Average
Technology	24.770	21.521
Financial Services	16.760	15.869
Consumer Cyclical	11.220	10.080
Industrials	11.130	10.977
Healthcare	9.740	11.459
Communication Services	7.530	7.314
Consumer Defensive	5.650	6.019
Energy	3.920	4.325
Basic Materials	3.830	3.680
Real Estate	2.800	5.544
Utilities	2.640	3.213

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	35.69	-	-
Vanguard Total Bond Market II Idx I	-	28.17	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	23.97	-	-
Vanguard Total Intl Bd Idx Institutional	-	12.15	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	36.980	-0.160	-0.43%