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Wi Edvest 529 Plan Age-based Option Age Band 0 - 4 Years Portfolio (0P0000XD74)

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WI Edvest 529 Plan Age Band 0 to 4 Years Portfolio historical data, for real-time data please try another search

18.560 -1.280 -6.45%

29/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 63.82M

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0P0000XD74 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Age Band 0 to 4 Years Portfolio (0P0000XD74) fund. Our WI Edvest 529 Plan Age Band 0 to 4 Years Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.100	1.100
Shares	81.390	81.390
Bonds	17.490	17.490
Convertible	0.100	0.100
Preferred	0.010	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.841	16.634
Price to Book	2.396	2.256
Price to Sales	1.784	1.659
Price to Cash Flow	8.590	9.138
Dividend Yield	2.349	2.460
5 Years Earnings Growth	9.007	9.929

Sector Allocation

Name	Net %	Category Average
Financial Services	15.800	16.197
Technology	14.810	19.267
Healthcare	11.940	11.578
Real Estate	10.930	7.111
Industrials	10.310	10.818
Consumer Cyclical	9.520	10.503
Communication Services	8.270	7.181
Consumer Defensive	7.470	6.680
Energy	4.250	4.118
Basic Materials	3.560	3.610
Utilities	3.140	2.938

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Equity Index Instl	-	53.10	-	-
TIAA-CREF International Eq Idx Instl	-	18.34	-	-
TIAA-CREF Bond Index Institutional	-	12.33	-	-
TIAA-CREF Real Estate Sec Instl	-	5.84	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	4.87	-	-
TIAA-CREF Inflation Link Bd Instl	-	2.94	-	-
TIAA-CREF High-Yield Inst	-	2.58	-	-

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	521.4M	-5.52	11.12	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	18.560	-1.280	-6.45%
Merian Gold & Sil.	25.587	+0.025	+0.10%
EURODUERO 2002, S.	17.680	-0.000	-0.00%
International Ban.	99.660	-0.290	-0.29%
HuaAn Annual Divi.	1.045	0.000	0.00%
Schroder Internat.	367.101	+2.690	+0.74%
NEMOSA INVERSIONE.	1.637	-0.001	-0.07%
Latin 14, SA de C.	2.258	-0.011	-0.50%