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

US Funds

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22.200 -0.410 -1.81%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 44.22M

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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	17.061
Price to Book	2.378	2.480
Price to Sales	1.652	1.838
Price to Cash Flow	10.220	10.661
Dividend Yield	2.330	2.258
5 Years Earnings Growth	9.993	10.335

Sector Allocation

Name	Net %	Category Average
Technology	19.960	20.404
Financial Services	16.980	16.586
Industrials	11.980	10.938
Consumer Cyclical	10.260	9.839
Healthcare	8.670	11.633
Real Estate	7.750	5.615
Communication Services	6.890	7.303
Consumer Defensive	6.030	6.216
Energy	4.950	4.460
Basic Materials	4.070	3.681
Utilities	2.470	3.328

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	2.68B	-4.74	8.17	11.75
MI Education Savings Program US Equ	817.11M	-4.73	8.14	11.70
WI Edvest 529 Plan Large Cap Stock	793.67M	-4.27	8.94	12.37
WI Edvest 529 Plan Based Aggressive	635.27M	-0.07	5.78	8.04
OR Oregon College Savings Plan US E	501.17M	-5.52	11.12	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	22.200	-0.410	-1.81%