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

US Funds

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22.230 +0.030 +0.14%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 44.15M

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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	16.924
Price to Book	2.378	2.443
Price to Sales	1.652	1.812
Price to Cash Flow	10.220	10.445
Dividend Yield	2.330	2.295
5 Years Earnings Growth	9.993	10.052

Sector Allocation

Name	Net %	Category Average
Technology	19.960	20.407
Financial Services	16.980	16.627
Industrials	11.980	11.035
Consumer Cyclical	10.260	9.772
Healthcare	8.670	11.635
Real Estate	7.750	5.602
Communication Services	6.890	7.271
Consumer Defensive	6.030	6.288
Energy	4.950	4.381
Basic Materials	4.070	3.676
Utilities	2.470	3.305

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	2.66B	-5.38	11.36	11.62
MI Education Savings Program US Equ	812.15M	-5.37	11.32	11.58
WI Edvest 529 Plan Large Cap Stock	784.07M	-4.93	12.06	12.18
WI Edvest 529 Plan Based Aggressive	638.92M	0.43	8.53	7.97
OR Oregon College Savings Plan US E	521.24M	-5.52	11.12	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	22.230	+0.030	+0.14%
BBVA Protección F.	1.392	-0.001	-0.07%
Eaton Vance Small.	14.860	-0.030	-0.20%
RBC Regent Strat .	266.400	0.000	0.00%
FGPTR 9.35 18-Oct.	100.50	0.00	0.00%
State Street S&P .	0.022	0.000	0.00%
Core Series Cor.	7.552	+0.062	+0.83%
ING Call 26.02 EU.	4.950	0.000	0.00%