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Ut My529 70% Equity/30% Fixed Income (0P0000Z0GN)

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UT UESP 70% Equity/30% Fixed Income historical data, for real-time data please try another search

20.737 -0.060 -0.28%

29/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 331.62M

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0P0000Z0GN Holdings

Comprehensive information about top holdings and Key Holding Information for the UT UESP 70% Equity/30% Fixed Income (0P0000Z0GN) fund. Our UT UESP 70% Equity/30% Fixed Income 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	0.150	0.150	0.000
Shares	72.830	72.830	0.000
Bonds	26.380	26.460	0.080
Convertible	0.620	0.620	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.427	17.145
Price to Book	2.963	2.501
Price to Sales	2.242	1.866
Price to Cash Flow	13.351	10.725
Dividend Yield	1.685	2.290
5 Years Earnings Growth	10.803	10.130

Sector Allocation

Name	Net %	Category Average
Technology	22.540	20.955
Healthcare	13.860	10.984
Financial Services	13.470	17.342
Consumer Cyclical	12.380	10.543
Communication Services	9.810	6.915
Industrials	9.650	10.812
Consumer Defensive	6.390	6.862
Real Estate	3.470	4.054
Basic Materials	3.200	3.756
Utilities	2.700	3.043
Energy	2.530	4.733

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	62.44	-	-
Vanguard Short-Term Investment-Grade I	-	9.12	-	-
Vanguard Short-Term Bond Idx InstlPls	-	9.03	-	-
Vanguard Total Bond Market Idx InstlPls	-	9.01	-	-
Vanguard Developed Markets Index Ins Pls	-	7.71	-	-
Vanguard Emerging Mkts Stock Idx InsPlus	-	2.70	-	-

Top Equity Funds by Utah Educational Savings Plan

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UT Savings Equity 100 Domestic		1.29B	-4.84	8.02	11.63

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Recent Quotes

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UT UESP 70% Equit.	20.737	-0.060	-0.28%
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