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In Collegechoice Direct Savings Plan 2027 Enrollment Portfolio (0P0000O56L)

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13.150 -0.220 -1.65%

30/04 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 586.55M

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0P0000O56L Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Conservative (0P0000O56L) fund. Our IN CollegeChoice Direct Savings Plan Conservative portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	35.940	36.340	0.400
Stocks	19.480	19.480	0.000
Bonds	41.970	41.990	0.020
Convertible	0.010	0.010	0.000
Other	2.590	2.620	0.030

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.550	17.550
Price to Book	2.498	2.498
Price to Sales	1.902	1.902
Price to Cash Flow	11.319	11.319
Dividend Yield	2.489	2.489
5 Years Earnings Growth	10.961	10.961

Sector Allocation

Name	Net %	Category Average
Technology	21.750	21.750
Financial Services	14.690	14.690
Healthcare	11.030	11.030
Consumer Cyclical	10.200	10.200
Industrials	10.190	10.190
Real Estate	7.420	7.420
Communication Services	7.170	7.170
Consumer Defensive	6.590	6.590
Basic Materials	4.310	4.310
Energy	4.120	4.120
Utilities	2.540	2.540

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Stable Value	-	35.23	-	-
Vanguard Total Bond Market Index Inv	-	25.93	-	-
Schwab S&P 500 Index Inv	-	10.77	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.81	-	-
Vanguard Total International Bond ETF	-	6.38	-	-
iShares MSCI EAFE Intl Idx K	-	5.59	-	-
Vanguard High-Yield Corporate Adm	-	3.41	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	2.58	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	2.28	-	-
Vanguard Real Estate Index Institutional	-	1.01	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	2.26	2.18	7.59
NV Vanguard 529 College Savings Plp	2.5B	6.00	7.92	12.23
NY New Yorks 529 Program Direct Mog	2.21B	0.63	0.53	5.57
NY New Yorks 529 Program Direct Cog	2.08B	-0.96	-1.31	3.41
NV Vanguard 529 College Savings Psm	1.81B	5.12	6.12	11.63

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Recent Quotes

	Name	Price	Chg.	Chg. %
	IN CollegeChoice .	13.150	-0.220	-1.65%