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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: 507.21M

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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	1.390	9.800	8.410
Shares	57.920	57.920	0.000
Bonds	40.610	40.650	0.040
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	16.717	17.531
Price to Book	2.388	2.897
Price to Sales	1.793	2.103
Price to Cash Flow	10.547	11.433
Dividend Yield	2.245	2.162
5 Years Earnings Growth	10.111	10.512

Sector Allocation

Name	Net %	Category Average
Technology	22.550	22.316
Financial Services	17.940	16.691
Industrials	11.370	10.796
Consumer Cyclical	10.540	9.724
Healthcare	10.260	12.634
Communication Services	7.430	6.964
Consumer Defensive	6.000	6.409
Energy	4.210	4.816
Basic Materials	3.990	3.240
Real Estate	2.900	3.350
Utilities	2.800	3.059

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	-4.83	8.07	11.66
VA Invest529 Stable Value Portfolio	244.03M	0.86	2.70	2.11
VA Invest529 Conservative Income Po	97.15M	1.36	2.01	3.11
VA Invest529 REIT Index Portfolio	86.27M	2.64	-1.90	4.78

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Recent Quotes

	Name	Price	Chg.	Chg. %
	VA Invest529 Mode.	38.462	-0.841	-2.14%
	New Capital Wealt.	87.710	+0.150	+0.17%