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Wi Edvest 529 Plan Active-based Moderate Portfolio (0P0000XD7T)

US Funds

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22.800 +0.570 +2.56%

31/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 45.07M

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0P0000XD7T Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Active-Based Moderate Portfolio (0P0000XD7T) fund. Our WI Edvest 529 Plan Active-Based Moderate Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Shares	48.640	48.640
Bonds	51.410	51.410
Convertible	0.050	0.050
Preferred	0.110	0.110
Other	1.400	1.400

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.759	17.313
Price to Book	2.378	2.472
Price to Sales	1.652	1.826
Price to Cash Flow	10.220	10.571
Dividend Yield	2.330	2.293
5 Years Earnings Growth	9.993	9.842

Sector Allocation

Name	Net %	Category Average
Technology	19.960	20.444
Financial Services	16.980	16.612
Industrials	11.980	11.049
Consumer Cyclical	10.260	9.793
Healthcare	8.670	11.599
Real Estate	7.750	5.606
Communication Services	6.890	7.295
Consumer Defensive	6.030	6.319
Energy	4.950	4.294
Basic Materials	4.070	3.675
Utilities	2.470	3.316

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 1 I	-	30.40	-	-
TCW MetWest Total Return Bd Plan	-	28.08	-	-
DFA Large Cap International I	-	12.18	-	-
Nuveen Inflation Link Bd R6	-	10.37	-	-
Nuveen High Yield R6	-	7.46	-	-
T. Rowe Price Instl Floating Rate	-	4.98	-	-
Nuveen Real Estate Sec Sel R6	-	3.50	-	-
DFA Emerging Markets Core Equity I	-	3.04	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.83B	0.60	13.71	12.15
MI Education Savings Program US Equ	862.8M	0.60	13.67	12.11
WI Edvest 529 Plan Large Cap Stock	830.84M	1.05	14.29	12.73
WI Edvest 529 Plan Based Aggressive	666.13M	4.65	10.00	8.36
OR Oregon College Savings Plan US E	536.23M	0.47	13.52	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	22.800	+0.570	+2.56%
MSCI All country .	622.08	+0.68	+0.11%
Marriott Balanced.	29.293	+0.031	+0.11%
1 A.M. US Recover.	21.402	+0.184	+0.87%
HWG-Fonds	575.110	+0.620	+0.11%
Schroder Internat.	196.254	+0.998	+0.51%
Prudential Equity.	24.598	+0.140	+0.57%
Handelsbanken Eur.	36.510	+0.530	+1.47%