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

US Funds

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24.090 +0.530 +2.25%

31/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 46.68M

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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	0.020	2.970	2.950
Shares	50.090	50.090	0.000
Bonds	49.720	49.720	0.000
Convertible	0.050	0.050	0.000
Preferred	0.120	0.120	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.275	18.672
Price to Book	2.513	2.628
Price to Sales	1.735	1.980
Price to Cash Flow	10.762	11.230
Dividend Yield	2.299	2.145
5 Years Earnings Growth	9.265	10.068

Sector Allocation

Name	Net %	Category Average
Technology	20.140	21.779
Financial Services	17.280	16.603
Industrials	12.440	11.284
Consumer Cyclical	10.070	9.845
Healthcare	8.260	10.558
Communication Services	7.270	7.545
Real Estate	7.160	5.433
Consumer Defensive	6.230	5.964
Energy	4.520	4.194
Basic Materials	3.980	3.604
Utilities	2.650	3.196

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	3.09B	10.53	18.73	13.92
MI Education Savings Program US Equ	938.33M	10.51	18.70	13.88
WI Edvest 529 Plan Large Cap Stock	900.85M	10.72	19.40	14.46
WI Edvest 529 Plan Based Aggressive	709.81M	12.11	14.37	9.84
OR Oregon College Savings Plan US E	582.08M	10.38	18.55	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	24.090	+0.530	+2.25%
ANGUS FUNDO DE IN.	215.946	+0.274	+0.13%
NV Putnam 529 for.	28.820	-0.030	-0.10%
iShares $ TIPS UC.	4.89	-0.02	-0.41%
CAN Balanced IVZ .	24.440	+0.142	+0.58%
TRI_pb	14.91	-0.09	-0.60%
1DP	2.3380	-0.0180	-0.76%
BFT_u	17.04	0.00	0.00%