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

US Funds

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25.350 +0.030 +0.12%

06/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 981.8M

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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	5.430	5.430	0.000
Shares	60.070	60.070	0.000
Bonds	34.450	34.460	0.010
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.946	19.004
Price to Book	2.808	3.036
Price to Sales	2.033	2.235
Price to Cash Flow	11.954	12.023
Dividend Yield	1.853	2.068
5 Years Earnings Growth	9.647	10.078

Sector Allocation

Name	Net %	Category Average
Technology	25.140	23.578
Financial Services	16.770	16.621
Industrials	11.820	11.259
Healthcare	10.730	11.583
Consumer Cyclical	10.200	9.573
Communication Services	7.700	7.459
Consumer Defensive	5.500	6.250
Energy	3.380	4.577
Basic Materials	3.140	3.126
Real Estate	2.890	3.167
Utilities	2.720	2.806

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	-	34.87	-	-
Vanguard Total Bond Market Idx InstlPls	-	28.89	-	-
Schwab International Index	-	15.09	-	-
Schwab Small Cap Index	-	10.38	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.89	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.26B	11.78	14.55	9.81
	KS Advisor Disciplined Growth A			5.79	20.76	13.73

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