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Associated Conserv Balanced Lifestage (0P0000VQWN)

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Associated Conserv Balanced LifeStage historical data, for real-time data please try another search

0.022 0.000 0.00%

04/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 55.5M

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0P0000VQWN Holdings

Comprehensive information about top holdings and Key Holding Information for the Associated Conserv Balanced LifeStage (0P0000VQWN) fund. Our Associated Conserv Balanced LifeStage 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	9.050	9.080	0.030
Shares	36.180	36.180	0.000
Bonds	52.240	52.240	0.000
Convertible	2.510	2.510	0.000
Preferred	0.010	0.010	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.083	16.966
Price to Book	2.958	2.652
Price to Sales	2.212	1.885
Price to Cash Flow	12.385	11.646
Dividend Yield	1.486	2.458
5 Years Earnings Growth	17.233	10.245

Sector Allocation

Name	Net %	Category Average
Technology	24.180	19.727
Financial Services	14.250	16.221
Healthcare	13.440	12.035
Consumer Cyclical	12.930	9.169
Industrials	9.800	10.579
Communication Services	9.350	6.698
Consumer Defensive	5.090	7.087
Basic Materials	3.460	3.742
Energy	3.260	5.731
Real Estate	2.530	6.060
Utilities	1.720	3.818

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 17

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Associated Core Bond Fund	-	29.76	-	-
Associated Short Term Bond Fund	-	23.02	-	-
Vanguard Institutional Index I	-	6.80	-	-
Dodge & Cox Stock	-	4.75	-	-
Templeton Global Bond R6	-	4.48	-	-
Harbor Capital Appreciation Retirement	-	4.30	-	-
Associated Equity Income Fund	-	3.62	-	-
Vanguard US Growth Admiral™	-	3.32	-	-
Goldman Sachs Growth Opportunities R6	-	2.59	-	-
Janus Henderson Mid Cap Value N	-	2.46	-	-

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