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Ut My529 Age-based Moderate Option Age 7-9 Years (0P0000O82O)

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

46.071 +0.510 +1.13%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 435.31M

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0P0000O82O Holdings

Comprehensive information about top holdings and Key Holding Information for the UT Educational Savings Plan Age-Based Moderate Opt (0P0000O82O) 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	0.270	0.300	0.030
Shares	68.070	68.070	0.000
Bonds	21.130	21.140	0.010
Convertible	0.400	0.400	0.000
Other	10.120	10.120	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.688	17.652
Price to Book	2.585	2.372
Price to Sales	2.048	1.728
Price to Cash Flow	12.221	9.576
Dividend Yield	1.707	2.265
5 Years Earnings Growth	13.303	10.358

Sector Allocation

Name	Net %	Category Average
Technology	19.220	19.483
Financial Services	15.860	15.699
Healthcare	12.030	11.322
Consumer Cyclical	11.940	10.732
Industrials	11.000	10.934
Communication Services	9.180	6.956
Consumer Defensive	6.620	6.282
Basic Materials	4.660	3.595
Real Estate	3.640	8.234
Energy	3.240	3.925
Utilities	2.630	2.848

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	45.08	-	-
Vanguard Developed Markets Index Ins Pls	-	17.42	-	-
Vanguard Total Bond Market Idx InstlPls	-	12.72	-	-
PIMCO Interest Income Fund	-	7.36	-	-
Vanguard Emerging Mkts Stock Idx InsPlus	-	5.57	-	-
Vanguard Short-Term Investment-Grade I	-	5.50	-	-
Vanguard Total Intl Bd Idx Institutional	-	3.62	-	-
UT my529 FDIC-Insured Savings	-	2.74	-	-

Top Equity Funds by Utah Educational Savings Plan

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UT Savings Equity 100 Domestic		1.49B	5.60	18.94	12.77

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Recent Quotes

Name	Price	Chg.	Chg. %
UT Educational Sa.	46.071	+0.510	+1.13%
JPMorgan Funds - .	447.710	-12.970	-2.82%
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UTI Floating Rate.	1,091.411	+0.245	+0.02%