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Ks Schwab 529 College Savings Plan Moderate Index (0P0000Z812)

US Funds

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23.970 0.000 0.00%

18/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 909.89M

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0P0000Z812 Holdings

Comprehensive information about top holdings and Key Holding Information for the KS Schwab Moderate Index (0P0000Z812) fund. Our KS Schwab Moderate Index 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	5.260	5.260	0.000
Shares	62.590	62.590	0.000
Bonds	32.110	32.170	0.060
Other	0.050	0.050	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.639	17.838
Price to Book	2.672	2.874
Price to Sales	1.912	2.107
Price to Cash Flow	11.305	11.402
Dividend Yield	1.980	2.192
5 Years Earnings Growth	9.091	10.017

Sector Allocation

Name	Net %	Category Average
Technology	24.250	21.731
Financial Services	16.730	17.006
Industrials	11.940	11.024
Healthcare	11.110	12.667
Consumer Cyclical	10.180	9.528
Communication Services	7.430	7.112
Consumer Defensive	6.290	6.618
Energy	3.280	4.763
Basic Materials	3.090	3.231
Real Estate	2.900	3.350
Utilities	2.780	2.966

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	36.68	-	-
Vanguard Total Bond Market Idx InstlPls	-	27.08	-	-
Schwab International Index	-	16.00	-	-
Schwab Small Cap Index	-	10.27	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.39	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.17B	7.59	14.23	8.94
	KS Advisor Disciplined Growth A			-11.45	6.67	11.19

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