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Ny New York's 529 Program Direct Value Stock Index Portfolio (0P0000O6PE)

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65.320 +0.160 +0.25%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.36B

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6PE Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Value Stock Index (0P0000O6PE) fund. Our NY New York’s 529 Program Direct Value Stock Index 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	0.150	0.150	0.000
Stocks	99.850	99.850	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.007	16.019
Price to Book	2.567	2.665
Price to Sales	1.725	1.924
Price to Cash Flow	11.230	11.366
Dividend Yield	2.399	2.771
5 Years Earnings Growth	7.913	8.245

Sector Allocation

Name	Net %	Category Average
Financial Services	23.250	20.805
Healthcare	16.320	14.928
Industrials	12.820	12.924
Technology	11.820	11.888
Consumer Defensive	10.030	10.581
Energy	6.590	7.668
Consumer Cyclical	5.090	5.294
Utilities	4.990	7.256
Communication Services	3.710	3.572
Real Estate	3.050	2.790
Basic Materials	2.320	2.566

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	Vanguard Value Index I	-	99.99	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	3.09	11.13	13.00
NY New Yorks 529 Program Direct Grp	1.15B	2.65	5.69	8.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	65.320	+0.160	+0.25%