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Co Collegeinvest Direct 529 Moderate Growth Portfolio (0P0000O5RA)

US Funds

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31.940 -0.330 -1.02%

10/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 470.74M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O5RA Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Moderate Growth Portfo (0P0000O5RA) fund. Our CO CollegeInvest Direct 529 Moderate Growth Portfo 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	0.170	10.060	9.890
Shares	49.600	49.600	0.000
Bonds	50.160	50.230	0.070
Convertible	0.040	0.040	0.000
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.318	17.430
Price to Book	2.518	2.545
Price to Sales	1.845	1.877
Price to Cash Flow	11.294	11.132
Dividend Yield	2.166	2.218
5 Years Earnings Growth	11.038	10.962

Sector Allocation

Name	Net %	Category Average
Technology	23.870	21.031
Financial Services	16.400	15.589
Industrials	11.320	11.026
Healthcare	10.600	11.938
Consumer Cyclical	10.560	9.666
Communication Services	7.330	7.207
Consumer Defensive	5.880	6.168
Basic Materials	4.200	3.996
Energy	4.090	4.415
Real Estate	2.970	5.647
Utilities	2.790	3.318

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 Bond Market II Idx I	-	34.92	-	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	-	30.19	-	-
Vanguard Total Intl Stock Idx InstlPls	-	19.86	-	-
Vanguard Total Intl Bd Idx Institutional	-	15.00	-	-

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	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	31.940	-0.330	-1.02%