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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

US Funds

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41.342 +1.316 +3.29%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 547.15M

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0P0000O5LC Holdings

Comprehensive information about top holdings and Key Holding Information for the VA Invest529 Moderate Growth Portfolio (0P0000O5LC) fund. Our VA Invest529 Moderate Growth Portfolio 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	1.510	9.600	8.090
Shares	60.720	60.720	0.000
Bonds	37.710	37.750	0.040
Convertible	0.010	0.010	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.630	18.715
Price to Book	2.601	3.000
Price to Sales	1.941	2.199
Price to Cash Flow	11.354	11.866
Dividend Yield	2.138	2.114
5 Years Earnings Growth	9.306	9.883

Sector Allocation

Name	Net %	Category Average
Technology	25.050	22.950
Financial Services	17.530	16.855
Industrials	11.770	11.189
Consumer Cyclical	10.370	9.512
Healthcare	9.050	11.965
Communication Services	7.920	7.331
Consumer Defensive	5.580	6.430
Basic Materials	3.730	3.131
Energy	3.650	4.559
Real Estate	2.720	3.235
Utilities	2.630	2.840

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	37.03	-	-
Vanguard Total Bond Market Idx InstlPls	-	26.95	-	-
Vanguard Total Intl Stock Idx InstlPls	-	24.68	-	-
Vanguard Total Intl Bd Idx Institutional	-	11.34	-	-

Top Equity Funds by Commonwealth Savers Plan

Name	Total Assets	YTD%	3Y%	10Y%
VA Invest529 Total Stock Market Ind	2.51B	5.62	18.99	12.82
VA Invest529 Stable Value Portfolio	244.82M	1.72	2.86	2.16
VA Invest529 Conservative Income Po	103.58M	5.07	5.75	3.65
VA Invest529 REIT Index Portfolio	85.39M	1.90	3.51	5.87

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