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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 - Delayed Data. 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	17.319
Price to Book	2.410	2.321
Price to Sales	1.793	1.695
Price to Cash Flow	8.658	9.380
Dividend Yield	2.342	2.296
5 Years Earnings Growth	9.008	10.361

Sector Allocation

Name	Net %	Category Average
Financial Services	15.670	15.777
Technology	14.760	18.914
Healthcare	12.050	11.619
Real Estate	11.110	8.299
Industrials	10.370	10.893
Consumer Cyclical	9.480	10.686
Communication Services	8.200	6.882
Consumer Defensive	7.480	6.393
Energy	4.210	3.989
Basic Materials	3.520	3.642
Utilities	3.150	2.913

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	2.83B	0.60	13.71	12.15
MI Education Savings Program US Equ	862.8M	0.60	13.67	12.11
WI Edvest 529 Plan Large Cap Stock	830.84M	1.05	14.29	12.73
WI Edvest 529 Plan Based Aggressive	666.13M	4.65	10.00	8.36
OR Oregon College Savings Plan US E	549.04M	5.56	18.82	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	17.670	-0.980	-5.25%
OPUS ALOCAÇÃO REN.	2.464	+0.018	+0.73%
ZheShang HuiYing .	1.080	0.000	0.00%
NQ OMX Global Ste.	133.21	0.00	0.00%
Partners Group Li.	494.350	+11.410	+2.36%
TREND DI SIMPLES .	1.645	+0.001	+0.05%
Transamerica AEGO.	7.440	0.000	0.00%
FATOR SINERGIA FU.	871.416	-1.020	-0.12%