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CO CollegeInvest Direct 529 Growth Portfolio (0P0000O5NK)

US Funds

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51.170 +0.420 +0.83%

14/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.04B

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0P0000O5NK Holdings

Comprehensive information about top holdings and Key Holding Information for the CO CollegeInvest Direct 529 Growth Portfolio (0P0000O5NK) fund. Our CO CollegeInvest Direct 529 Growth Portfolio 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	2.370	7.520	5.150
Stocks	73.990	73.990	0.000
Bonds	23.540	23.660	0.120
Other	0.090	0.090	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.526	18.179
Price to Book	2.873	2.800
Price to Sales	2.177	2.097
Price to Cash Flow	12.625	11.899
Dividend Yield	1.852	2.021
5 Years Earnings Growth	10.178	10.177

Sector Allocation

Name	Net %	Category Average
Technology	25.510	22.600
Financial Services	16.900	16.899
Industrials	12.040	11.207
Consumer Cyclical	10.060	10.253
Healthcare	9.160	10.465
Communication Services	8.200	7.325
Consumer Defensive	4.960	5.945
Basic Materials	4.280	4.171
Energy	3.790	4.431
Utilities	2.570	3.129
Real Estate	2.520	3.571

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 Instl Ttl Stk Mkt Idx InstlPls	-	44.54	-	-
Vanguard Total Intl Stock Idx InstlPls	-	30.51	-	-
Vanguard Total Bond Market II Idx I	-	17.46	-	-
Vanguard Total Intl Bd Idx Institutional	-	7.43	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	6.48B	-10.41	21.04	16.02
NV Vanguard 529 College Savings Plp	6.18B	-4.37	18.16	13.99
NV Vanguard 529 College Savings Psm	3.76B	-3.98	17.75	13.56
NY New Yorks 529 Program Direct Val	2.38B	3.31	15.00	11.76
NV Vanguard 529 College Savings Pgi	2.37B	-10.42	21.00	15.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	CO CollegeInvest .	51.170	+0.420	+0.83%