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

US Funds

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24.600 -0.110 -0.45%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 944.35M

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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	5.590	5.590	0.000
Shares	59.530	59.530	0.000
Bonds	34.830	34.870	0.040
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.547	18.824
Price to Book	2.776	3.023
Price to Sales	1.980	2.209
Price to Cash Flow	11.833	11.911
Dividend Yield	1.883	2.092
5 Years Earnings Growth	9.362	9.944

Sector Allocation

Name	Net %	Category Average
Technology	25.760	23.363
Financial Services	16.510	16.798
Industrials	11.990	11.207
Healthcare	10.410	11.758
Consumer Cyclical	10.060	9.494
Communication Services	7.630	7.380
Consumer Defensive	5.590	6.333
Energy	3.390	4.536
Basic Materials	3.010	3.114
Real Estate	2.840	3.189
Utilities	2.810	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	-	35.14	-	-
Vanguard Total Bond Market Idx InstlPls	-	29.05	-	-
Schwab International Index	-	14.83	-	-
Schwab Small Cap Index	-	9.90	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.98	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.22B	8.38	11.95	8.90
	KS Advisor Disciplined Growth A			-11.45	6.67	11.19

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