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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

US Funds

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38.462 -0.841 -2.14%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 520.57M

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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	1.320	9.550	8.230
Shares	58.080	58.080	0.000
Bonds	40.530	40.550	0.020
Convertible	0.030	0.030	0.000
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.775	17.757
Price to Book	2.407	2.936
Price to Sales	1.803	2.096
Price to Cash Flow	10.619	11.572
Dividend Yield	2.222	2.154
5 Years Earnings Growth	10.086	10.566

Sector Allocation

Name	Net %	Category Average
Technology	23.390	22.635
Financial Services	17.640	16.411
Industrials	11.240	10.791
Consumer Cyclical	10.870	9.831
Healthcare	10.110	12.499
Communication Services	7.610	7.191
Consumer Defensive	5.800	6.323
Energy	3.940	4.731
Basic Materials	3.920	3.267
Real Estate	2.840	3.333
Utilities	2.630	2.988

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	-	34.16	-	-
Vanguard Total Bond Market Idx InstlPls	-	29.03	-	-
Vanguard Total Intl Stock Idx InstlPls	-	24.67	-	-
Vanguard Total Intl Bd Idx Institutional	-	12.14	-	-

Top Equity Funds by Commonwealth Savers Plan

Name	Total Assets	YTD%	3Y%	10Y%
VA Invest529 Total Stock Market Ind	2.25B	1.12	11.46	12.22
VA Invest529 Stable Value Portfolio	244.03M	0.53	2.63	2.09
VA Invest529 Conservative Income Po	97.15M	2.33	1.74	3.24
VA Invest529 REIT Index Portfolio	86.27M	5.31	0.99	5.23

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