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

US Funds

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23.310 +0.110 +0.47%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 879.38M

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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	61.860	61.860	0.000
Bonds	32.830	32.910	0.080
Other	0.050	0.050	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.591	17.414
Price to Book	2.548	2.840
Price to Sales	1.835	2.077
Price to Cash Flow	10.904	11.195
Dividend Yield	2.050	2.197
5 Years Earnings Growth	9.530	10.259

Sector Allocation

Name	Net %	Category Average
Technology	23.350	21.600
Financial Services	16.780	16.937
Healthcare	12.170	12.774
Industrials	11.590	10.936
Consumer Cyclical	9.910	9.659
Communication Services	7.310	7.056
Consumer Defensive	6.470	6.619
Energy	3.390	4.850
Basic Materials	3.140	3.254
Real Estate	3.030	3.345
Utilities	2.870	2.970

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	-	36.11	-	-
Vanguard Total Bond Market Idx InstlPls	-	27.45	-	-
Schwab International Index	-	15.99	-	-
Schwab Small Cap Index	-	10.13	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.63	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.13B	-0.91	8.71	7.97
	KS Advisor Disciplined Growth A			-11.45	6.67	11.19

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Recent Quotes

Name	Price	Chg.	Chg. %
KS Schwab Moderat.	23.310	+0.110	+0.47%
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