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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 - Delayed Data. 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	17.572
Price to Book	2.396	2.371
Price to Sales	1.784	1.743
Price to Cash Flow	8.590	9.617
Dividend Yield	2.349	2.380
5 Years Earnings Growth	9.007	9.956

Sector Allocation

Name	Net %	Category Average
Financial Services	15.800	16.048
Technology	14.810	20.265
Healthcare	11.940	10.981
Real Estate	10.930	7.008
Industrials	10.310	10.933
Consumer Cyclical	9.520	10.583
Communication Services	8.270	7.363
Consumer Defensive	7.470	6.418
Energy	4.250	3.956
Basic Materials	3.560	3.577
Utilities	3.140	2.872

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	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.	18.560	-1.280	-6.45%
300174	16.65	-0.06	-0.36%
RBS_pf	25.380	0.000	0.00%
IPCOs	163.00	0.00	0.00%
JPMorgan Funds .	90.220	+0.010	+0.01%
Nordfondo Obbliga.	9.910	0.000	0.00%
Deka-BR 85	122.650	+0.760	+0.62%
MERI	12.96	+0.07	+0.54%