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

US Funds

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25.430 +0.190 +0.75%

25/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 997.82M

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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	5.580	5.580	0.000
Shares	59.940	59.940	0.000
Bonds	34.440	34.500	0.060
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.913	18.363
Price to Book	2.888	3.090
Price to Sales	2.081	2.273
Price to Cash Flow	12.474	12.328
Dividend Yield	1.794	2.012
5 Years Earnings Growth	9.115	9.985

Sector Allocation

Name	Net %	Category Average
Technology	26.180	24.319
Financial Services	16.350	16.495
Industrials	11.780	11.092
Healthcare	10.600	11.243
Consumer Cyclical	10.190	9.604
Communication Services	7.890	7.656
Consumer Defensive	5.190	6.038
Energy	3.270	4.397
Basic Materials	3.050	3.233
Real Estate	2.770	3.099
Utilities	2.730	2.826

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	-	35.37	-	-
Vanguard Total Bond Market Idx InstlPls	-	28.85	-	-
Schwab International Index	-	14.83	-	-
Schwab Small Cap Index	-	10.18	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.85	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.27B	16.69	17.16	9.94
	KS Advisor Disciplined Growth A			5.79	20.76	13.73

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Recent Quotes

Name	Price	Chg.	Chg. %
KS Schwab Moderat.	25.430	+0.190	+0.75%
SUR	0.28	+0.01	+3.64%
Franklin Short Du.	91.04	0.00	0.00%
Azimut Solidity	9.720	-0.001	-0.01%
KOF	86.74	+0.63	+0.73%
Perpetual WFIA-Pe.	4.337	+0.052	+1.21%
BTG/ZAR	14.29	-0.28	-1.94%
475460	8,320.00	+40.00	+0.48%