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Wi Edvest 529 Plan Age-based Option Age Band 18+ Years Portfolio (0P0000XD7C)

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WI Edvest 529 Plan Age Band 18+ Years Portfolio historical data, for real-time data please try another search

12.730 -0.030 -0.24%

29/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 228.8M

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0P0000XD7C Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Age Band 18+ Years Portfolio (0P0000XD7C) fund. Our WI Edvest 529 Plan Age Band 18+ 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 %	Short %
Cash	14.810	14.810	0.000
Shares	16.590	16.670	0.080
Bonds	68.150	68.160	0.010
Convertible	0.390	0.390	0.000
Preferred	0.030	0.030	0.000
Other	0.020	0.160	0.140

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.022	17.932
Price to Book	2.404	3.055
Price to Sales	1.807	1.928
Price to Cash Flow	8.598	10.090
Dividend Yield	2.355	2.547
5 Years Earnings Growth	9.171	9.034

Sector Allocation

Name	Net %	Category Average
Financial Services	15.510	15.371
Technology	14.580	20.912
Real Estate	12.240	8.210
Healthcare	11.770	10.985
Industrials	10.150	9.862
Consumer Cyclical	9.350	10.003
Communication Services	8.200	7.710
Consumer Defensive	7.350	6.358
Energy	4.270	4.039
Basic Materials	3.490	3.199
Utilities	3.090	3.355

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Short-Term Bond Inst	-	39.37	-	-
TIAA-CREF Bond Index Institutional	-	17.28	-	-
TIAA-CREF Equity Index Instl	-	10.73	-	-
TIAA-CREF High-Yield Inst	-	5.62	-	-
TIAA-CREF Inflation Link Bd Instl	-	4.94	-	-
TIAA-CREF International Eq Idx Instl	-	3.69	-	-
T. Rowe Price Instl Floating Rate	-	3.54	-	-
Templeton Global Bond Adv	-	3.21	-	-
TIAA-CREF Real Estate Sec Instl	-	1.43	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	0.94	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	3.2B	14.32	24.03	14.64
MI Education Savings Program US Equ	970.52M	14.31	23.99	14.61
WI Edvest 529 Plan Large Cap Stock	929.46M	14.76	24.79	15.16
WI Edvest 529 Plan Based Aggressive	726.75M	15.15	18.87	10.43
OR Oregon College Savings Plan US E	582.42M	14.21	23.85	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	12.730	-0.030	-0.24%
AMKAF	2,053.75	-68.64	-3.23%
BEA Union Investm.	8.640	0.000	0.00%
300127	34.31	-0.62	-1.78%
6145	6.31	0.00	0.00%
Alger Growth In.	38.740	-0.150	-0.39%
Can Fin Homes Ltd.	576.55	0.00	0.00%
DJ Construction M.	424.47	-0.73	-0.17%