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Ut My529 Age-based Moderate Option Age 4-6 Years (0P0000O82R)

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

54.219 +0.690 +1.30%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 268.24M

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0P0000O82R Holdings

Comprehensive information about top holdings and Key Holding Information for the UT Educational Savings Plan Age-Based Moderate Opt (0P0000O82R) fund. Our UT Educational Savings Plan Age-Based Moderate Opt 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	0.190	0.220	0.030
Shares	82.110	82.110	0.000
Bonds	14.710	14.720	0.010
Convertible	0.250	0.250	0.000
Other	2.730	2.730	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.662	17.264
Price to Book	2.578	2.409
Price to Sales	2.043	1.788
Price to Cash Flow	12.183	10.322
Dividend Yield	1.709	2.267
5 Years Earnings Growth	13.304	10.819

Sector Allocation

Name	Net %	Category Average
Technology	19.190	19.554
Financial Services	15.840	15.859
Healthcare	12.010	11.826
Consumer Cyclical	11.950	10.672
Industrials	11.000	10.879
Communication Services	9.180	8.287
Consumer Defensive	6.620	6.496
Basic Materials	4.690	3.651
Real Estate	3.640	6.261
Energy	3.250	3.724
Utilities	2.630	2.797

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	-	54.07	-	-
Vanguard Developed Markets Index Ins Pls	-	21.10	-	-
Vanguard Total Bond Market Idx InstlPls	-	9.80	-	-
Vanguard Emerging Mkts Stock Idx InsPlus	-	6.96	-	-
Vanguard Short-Term Investment-Grade I	-	3.15	-	-
PIMCO Interest Income Fund	-	2.70	-	-
Vanguard Total Intl Bd Idx Institutional	-	2.22	-	-

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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