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Va Invest529 Moderate Growth Portfolio (0P0000O5LC)

US Funds

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41.555 +0.213 +0.51%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 545.93M

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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	1.500	10.080	8.580
Shares	58.860	58.860	0.000
Bonds	39.590	39.630	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	18.847	18.786
Price to Book	2.641	3.018
Price to Sales	1.948	2.203
Price to Cash Flow	11.506	11.895
Dividend Yield	2.080	2.097
5 Years Earnings Growth	9.477	9.926

Sector Allocation

Name	Net %	Category Average
Technology	25.100	23.235
Financial Services	17.510	16.825
Industrials	11.750	11.185
Consumer Cyclical	10.370	9.489
Healthcare	9.050	11.840
Communication Services	7.930	7.365
Consumer Defensive	5.570	6.380
Basic Materials	3.720	3.118
Energy	3.640	4.538
Real Estate	2.720	3.203
Utilities	2.630	2.821

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	-	36.04	-	-
Vanguard Total Bond Market Idx InstlPls	-	28.17	-	-
Vanguard Total Intl Stock Idx InstlPls	-	23.76	-	-
Vanguard Total Intl Bd Idx Institutional	-	12.02	-	-

Top Equity Funds by Commonwealth Savers Plan

Name	Total Assets	YTD%	3Y%	10Y%
VA Invest529 Total Stock Market Ind	2.57B	8.02	16.35	12.89
VA Invest529 Stable Value Portfolio	240.78M	1.98	2.90	2.18
VA Invest529 Conservative Income Po	103.6M	5.11	4.55	3.56
VA Invest529 REIT Index Portfolio	84.8M	2.00	0.72	5.31

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