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Ny New York's 529 Program Direct Moderate Growth Portfolio (0P0000O6OQ)

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36.420 +0.130 +0.36%

18/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.21B

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000O6OQ Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Program Direct Moderate Growth P (0P0000O6OQ) fund. Our NY New York’s 529 Program Direct Moderate Growth P 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	0.270	10.770	10.500
Shares	50.200	50.200	0.000
Bonds	49.470	49.520	0.050
Convertible	0.030	0.030	0.000
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.067	17.212
Price to Book	2.502	2.530
Price to Sales	1.826	1.868
Price to Cash Flow	11.275	11.076
Dividend Yield	2.135	2.202
5 Years Earnings Growth	11.487	11.181

Sector Allocation

Name	Net %	Category Average
Technology	23.650	21.037
Financial Services	16.020	15.298
Industrials	11.380	11.077
Healthcare	10.860	11.942
Consumer Cyclical	10.690	9.727
Communication Services	7.160	7.118
Consumer Defensive	6.010	6.319
Basic Materials	4.340	4.082
Energy	4.030	4.370
Real Estate	3.050	5.686
Utilities	2.810	3.351

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Bond Market II Idx I	-	34.50	-	-
Vanguard Total Stock Mkt Idx Instl Sel	-	30.26	-	-
Vanguard Total Intl Stock Idx Instl Sel	-	20.38	-	-
Vanguard Total Intl Bd Idx Institutional	-	14.88	-	-

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 Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27
NY New Yorks 529 Program Direct Gro	1.57B	23.62	7.39	15.07

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	36.420	+0.130	+0.36%