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

US Funds

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22.350 +0.080 +0.36%

29/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 838.85M

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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	5.650	5.650	0.000
Shares	58.360	58.360	0.000
Bonds	35.940	35.970	0.030
Other	0.050	0.050	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.584	17.573
Price to Book	2.598	2.897
Price to Sales	1.873	2.097
Price to Cash Flow	11.152	11.471
Dividend Yield	2.016	2.160
5 Years Earnings Growth	9.977	10.545

Sector Allocation

Name	Net %	Category Average
Technology	23.690	22.314
Financial Services	16.700	16.594
Healthcare	12.180	12.605
Industrials	11.280	10.800
Consumer Cyclical	10.270	9.767
Communication Services	7.300	7.095
Consumer Defensive	6.140	6.400
Energy	3.590	4.778
Basic Materials	3.180	3.322
Real Estate	2.950	3.338
Utilities	2.720	2.988

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	-	34.09	-	-
Vanguard Total Bond Market Idx InstlPls	-	30.09	-	-
Schwab International Index	-	15.42	-	-
Schwab Small Cap Index	-	9.16	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.14	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.06B	-1.36	5.84	8.00
	KS Advisor Disciplined Growth A			-11.45	6.67	11.19

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Recent Quotes

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