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Ut My529 Age-based Conservative Option Ages 7-9 Years (0P0000O82Z)

US Funds

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UT Educational Savings Plan Age-Based Conservative historical data, for real-time data please try another search

33.420 +0.300 +0.89%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 44.22M

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0P0000O82Z Holdings

Comprehensive information about top holdings and Key Holding Information for the UT Educational Savings Plan Age-Based Conservative (0P0000O82Z) fund. Our UT Educational Savings Plan Age-Based Conservative 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	0.210	0.240	0.030
Shares	48.220	48.220	0.000
Bonds	22.050	22.060	0.010
Convertible	0.180	0.180	0.000
Other	29.340	29.340	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.614	17.134
Price to Book	2.565	2.301
Price to Sales	2.035	1.683
Price to Cash Flow	12.143	9.288
Dividend Yield	1.719	2.305
5 Years Earnings Growth	13.299	10.439

Sector Allocation

Name	Net %	Category Average
Technology	19.110	18.816
Financial Services	15.970	15.786
Healthcare	11.970	11.680
Consumer Cyclical	11.940	10.673
Industrials	11.000	10.867
Communication Services	9.150	6.880
Consumer Defensive	6.620	6.382
Basic Materials	4.710	3.649
Real Estate	3.630	8.310
Energy	3.260	4.045
Utilities	2.630	2.914

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: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	31.44	-	-
PIMCO Interest Income Fund	-	18.01	-	-
Vanguard Total Bond Market Idx InstlPls	-	16.89	-	-
Vanguard Developed Markets Index Ins Pls	-	12.58	-	-
UT my529 FDIC-Insured Savings	-	11.31	-	-
Vanguard Total Intl Bd Idx Institutional	-	5.61	-	-
Vanguard Emerging Mkts Stock Idx InsPlus	-	4.16	-	-

Top Equity Funds by Utah Educational Savings Plan

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UT Savings Equity 100 Domestic		1.38B	-5.48	11.23	11.45

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Recent Quotes

Name	Price	Chg.	Chg. %
UT Educational Sa.	33.420	+0.300	+0.89%
MFS® Meridian Fun.	12.023	-0.020	-0.14%
Asian Bond Opport.	137.090	-0.610	-0.44%
Sarasin Food & Ag.	1.96	-0.00	-0.20%
Principal Strateg.	12.130	0.000	0.00%
KIM Navigator Chi.	1,175.610	-6.910	-0.58%
Kenya 2Y	10.860	0.000	0.00%
Terna Rete Elettr.	0.000	0.000	0.00%