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

US Funds

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23.460 +0.660 +2.89%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 46.38M

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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	50.050	50.050
Bonds	49.950	49.950
Convertible	0.050	0.050
Preferred	0.120	0.120
Other	1.500	1.500

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.271	18.042
Price to Book	2.513	2.559
Price to Sales	1.736	1.881
Price to Cash Flow	10.772	10.925
Dividend Yield	2.302	2.241
5 Years Earnings Growth	9.270	9.853

Sector Allocation

Name	Net %	Category Average
Technology	20.090	20.878
Financial Services	17.300	16.574
Industrials	12.410	11.349
Consumer Cyclical	10.060	9.879
Healthcare	8.260	11.113
Communication Services	7.290	7.377
Real Estate	7.180	5.486
Consumer Defensive	6.240	6.320
Energy	4.520	4.261
Basic Materials	3.990	3.586
Utilities	2.650	3.176

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	-	31.98	-	-
TCW MetWest Total Return Bd Plan	-	27.31	-	-
DFA Large Cap International I	-	12.08	-	-
Nuveen Inflation Link Bd R6	-	9.84	-	-
Nuveen High Yield R6	-	7.43	-	-
T. Rowe Price Instl Floating Rate	-	4.86	-	-
Nuveen Real Estate Sec Sel R6	-	3.34	-	-
DFA Emerging Markets Core Equity 2 I	-	3.16	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.97B	5.71	19.02	12.90
MI Education Savings Program US Equ	906.7M	5.70	18.97	12.86
WI Edvest 529 Plan Large Cap Stock	869.71M	6.16	19.56	13.50
WI Edvest 529 Plan Based Aggressive	692.9M	8.51	14.09	8.98
OR Oregon College Savings Plan US E	560.8M	5.56	18.82	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	23.460	+0.660	+2.89%
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RBSH	0.0001	0.0000	0.00%
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