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Wi Edvest 529 Plan Age-based Option Age Band 5 - 8 Years Portfolio (0P0000XD75)

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WI Edvest 529 Plan Age Band 5 to 8 Years Portfolio historical data, for real-time data please try another search

17.670 -0.980 -5.25%

29/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 115.23M

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0P0000XD75 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Age Band 5 to 8 Years Portfolio (0P0000XD75) fund. Our WI Edvest 529 Plan Age Band 5 to 8 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	1.210	1.210
Shares	71.670	71.670
Bonds	27.090	27.090
Convertible	0.150	0.150
Preferred	0.010	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.941	17.134
Price to Book	2.410	2.301
Price to Sales	1.793	1.683
Price to Cash Flow	8.658	9.288
Dividend Yield	2.342	2.305
5 Years Earnings Growth	9.008	10.439

Sector Allocation

Name	Net %	Category Average
Financial Services	15.670	15.786
Technology	14.760	18.816
Healthcare	12.050	11.680
Real Estate	11.110	8.310
Industrials	10.370	10.867
Consumer Cyclical	9.480	10.673
Communication Services	8.200	6.880
Consumer Defensive	7.480	6.382
Energy	4.210	4.045
Basic Materials	3.520	3.649
Utilities	3.150	2.914

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	-	47.18	-	-
TIAA-CREF Bond Index Institutional	-	18.87	-	-
TIAA-CREF International Eq Idx Instl	-	16.54	-	-
TIAA-CREF Real Estate Sec Instl	-	5.28	-	-
TIAA-CREF Inflation Link Bd Instl	-	4.73	-	-
TIAA-CREF High-Yield Inst	-	4.05	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	3.35	-	-

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.	17.670	-0.980	-5.25%
First Investors T.	11.450	0.000	0.00%
Axis Banking PSU .	2,640.137	+0.412	+0.02%