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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

US Funds

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38.785 +0.322 +0.84%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 510.73M

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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	1.570	6.810	5.240
Shares	59.300	59.300	0.000
Bonds	39.060	39.140	0.080
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	16.653	17.454
Price to Book	2.367	2.863
Price to Sales	1.769	2.094
Price to Cash Flow	10.313	11.224
Dividend Yield	2.289	2.187
5 Years Earnings Growth	9.668	10.294

Sector Allocation

Name	Net %	Category Average
Technology	22.770	21.832
Financial Services	17.820	16.866
Industrials	11.380	10.919
Consumer Cyclical	10.540	9.756
Healthcare	10.300	12.693
Communication Services	7.470	7.068
Consumer Defensive	6.000	6.586
Energy	4.200	4.780
Basic Materials	3.930	3.256
Real Estate	2.900	3.287
Utilities	2.690	2.957

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	-	35.78	-	-
Vanguard Total Bond Market Idx InstlPls	-	27.70	-	-
Vanguard Total Intl Stock Idx InstlPls	-	24.43	-	-
Vanguard Total Intl Bd Idx Institutional	-	12.10	-	-

Top Equity Funds by Commonwealth Savers Plan

Name	Total Assets	YTD%	3Y%	10Y%
VA Invest529 Total Stock Market Ind	2.24B	-5.47	11.28	11.54
VA Invest529 Stable Value Portfolio	243.91M	1.14	2.76	2.13
VA Invest529 Conservative Income Po	100.18M	2.28	3.84	3.21
VA Invest529 REIT Index Portfolio	84.1M	0.25	-1.26	5.17

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Recent Quotes

	Name	Price	Chg.	Chg. %
	VA Invest529 Mode.	38.785	+0.322	+0.84%