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WI Edvest 529 Plan Active-Based Moderate Portfolio (0P0000XD7T)

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24.690 +0.190 +0.78%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 47.23M

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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 %	Short %
Cash	1.060	1.200	0.140
Shares	49.860	49.860	0.000
Bonds	45.460	45.460	0.000
Convertible	0.040	0.040	0.000
Preferred	0.120	0.120	0.000
Other	3.470	3.470	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.704	17.979
Price to Book	2.616	2.669
Price to Sales	1.837	2.005
Price to Cash Flow	11.212	11.389
Dividend Yield	2.165	2.117
5 Years Earnings Growth	9.149	9.830

Sector Allocation

Name	Net %	Category Average
Technology	20.830	22.232
Financial Services	17.090	16.441
Industrials	12.370	11.034
Consumer Cyclical	9.990	9.836
Healthcare	7.920	10.577
Real Estate	7.560	5.454
Communication Services	7.440	7.750
Consumer Defensive	5.620	5.792
Energy	4.610	4.117
Basic Materials	3.990	3.600
Utilities	2.590	3.174

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	-	31.72	-	-
TCW MetWest Total Return Bd Plan	-	27.46	-	-
DFA Large Cap International I	-	12.07	-	-
Nuveen Inflation Link Bd R6	-	9.90	-	-
Nuveen High Yield R6	-	7.45	-	-
T. Rowe Price Instl Floating Rate	-	4.95	-	-
Nuveen Real Estate Sec Sel R6	-	3.49	-	-
DFA Emerging Markets Core Equity 2 I	-	2.98	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	3.2B	14.32	24.03	14.64
MI Education Savings Program US Equ	970.52M	14.31	23.99	14.61
WI Edvest 529 Plan Large Cap Stock	929.46M	14.76	24.79	15.16
WI Edvest 529 Plan Based Aggressive	726.75M	15.15	18.87	10.43
OR Oregon College Savings Plan US E	588.4M	16.64	21.53	-

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