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

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23.560 +0.100 +0.43%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 46.24M

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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	18.329
Price to Book	2.513	2.607
Price to Sales	1.735	1.931
Price to Cash Flow	10.762	11.103
Dividend Yield	2.299	2.174
5 Years Earnings Growth	9.265	9.938

Sector Allocation

Name	Net %	Category Average
Technology	20.140	21.877
Financial Services	17.280	16.633
Industrials	12.440	11.385
Consumer Cyclical	10.070	9.791
Healthcare	8.260	10.535
Communication Services	7.270	7.490
Real Estate	7.160	5.374
Consumer Defensive	6.230	6.010
Energy	4.520	4.229
Basic Materials	3.980	3.496
Utilities	2.650	3.178

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	3.03B	8.04	16.35	12.96
MI Education Savings Program US Equ	923.82M	8.02	16.31	12.91
WI Edvest 529 Plan Large Cap Stock	888.55M	8.55	16.97	13.52
WI Edvest 529 Plan Based Aggressive	695.91M	9.23	11.89	8.89
OR Oregon College Savings Plan US E	563.53M	7.95	16.19	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	23.560	+0.100	+0.43%
Deutsche X-tracke.	23.59	0.00	0.00%
Fondo Banorte Ixe.	18.765	+0.011	+0.06%
Mediolanum Best B.	9.587	-0.018	-0.19%
Manulife Fidelity.	23.258	+0.070	+0.30%