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In Indiana 529 Direct Savings Plan 2030 Enrollment Portfolio (0P0000O7ZB)

US Funds

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14.850 -0.260 -1.72%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 560.88M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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0P0000O7ZB Holdings

Comprehensive information about top holdings and Key Holding Information for the IN CollegeChoice Direct Savings Plan Moderate Grow (0P0000O7ZB) fund. Our IN CollegeChoice Direct Savings Plan Moderate Grow 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	11.830	17.010	5.180
Shares	33.380	33.380	0.000
Bonds	50.160	50.210	0.050
Convertible	0.020	0.020	0.000
Other	4.600	4.640	0.040

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.906	17.376
Price to Book	2.634	2.459
Price to Sales	2.033	1.810
Price to Cash Flow	11.963	11.133
Dividend Yield	2.288	2.044
5 Years Earnings Growth	11.409	12.031

Sector Allocation

Name	Net %	Category Average
Technology	23.170	22.290
Financial Services	14.740	14.885
Healthcare	10.700	11.390
Consumer Cyclical	10.130	10.920
Industrials	9.830	10.865
Real Estate	7.880	5.420
Communication Services	7.220	7.500
Consumer Defensive	6.180	6.295
Basic Materials	3.830	4.295
Energy	3.590	3.400
Utilities	2.730	2.745

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: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market Index Inv	-	30.66	-	-
Schwab S&P 500 Index Inv	-	18.37	-	-
Vanguard Stable Value	-	10.81	-	-
Vanguard High-Yield Corporate Adm	-	10.18	-	-
iShares MSCI EAFE Intl Idx K	-	9.48	-	-
Vanguard Total International Bond ETF	-	7.57	-	-
VANGUARD EXT MKT INDEX - INST (856)	-	4.57	-	-
Vanguard Emerging Mkts Stock Idx Instl	-	3.88	-	-
Schwab Treasury Infl Protected Secs Idx	-	2.52	-	-
Vanguard Real Estate Index Institutional	-	1.95	-	-

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. %
	IN CollegeChoice .	14.850	-0.260	-1.72%