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Ar Ishares 529 Plan Ishares Msci Eafe Minimum Volatility Factor Portfolio F (0P0000XC33)

US Funds

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18.310 -0.710 -3.73%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.14M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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0P0000XC33 Holdings

Comprehensive information about top holdings and Key Holding Information for the AR iShares 529 Plan iShares MSCI EAFE Minimum Vola (0P0000XC33) fund. Our AR iShares 529 Plan iShares MSCI EAFE Minimum Vola 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	0.710	0.910	0.200
Shares	99.060	99.060	0.000
Other	0.240	0.240	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.745	17.402
Price to Book	1.681	2.219
Price to Sales	1.352	2.304
Price to Cash Flow	8.787	9.997
Dividend Yield	3.476	2.652
5 Years Earnings Growth	10.719	12.063

Sector Allocation

Name	Net %	Category Average
Financial Services	20.650	14.078
Industrials	17.240	13.143
Healthcare	13.550	12.348
Consumer Cyclical	9.880	9.871
Technology	9.540	18.373
Consumer Defensive	8.360	6.481
Basic Materials	6.570	6.623
Communication Services	5.000	6.341
Energy	3.730	4.341
Utilities	3.190	2.717
Real Estate	2.290	18.460

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	iShares MSCI EAFE ETF	-	100.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AR iShares 529 Pl.	18.310	-0.710	-3.73%