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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 11 - 12 Years Portfolio (0P0000XD7G)

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WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye historical data, for real-time data please try another search

16.760 -0.770 -4.39%

29/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 116.23M

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0P0000XD7G Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye (0P0000XD7G) fund. Our WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.300	1.300
Shares	62.460	62.460
Bonds	36.190	36.190
Convertible	0.210	0.210
Preferred	0.020	0.020

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.935	18.058
Price to Book	2.404	2.603
Price to Sales	1.793	1.918
Price to Cash Flow	8.629	11.188
Dividend Yield	2.348	2.114
5 Years Earnings Growth	9.001	10.826

Sector Allocation

Name	Net %	Category Average
Financial Services	15.670	15.406
Technology	14.720	20.887
Healthcare	11.970	11.344
Real Estate	11.310	6.579
Industrials	10.320	10.770
Consumer Cyclical	9.460	10.916
Communication Services	8.200	8.051
Consumer Defensive	7.460	6.249
Energy	4.220	3.627
Basic Materials	3.530	3.464
Utilities	3.140	2.706

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	-	40.81	-	-
TIAA-CREF Bond Index Institutional	-	25.31	-	-
TIAA-CREF International Eq Idx Instl	-	14.28	-	-
TIAA-CREF Inflation Link Bd Instl	-	6.03	-	-
TIAA-CREF High-Yield Inst	-	5.61	-	-
TIAA-CREF Real Estate Sec Instl	-	4.74	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	3.22	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.8B	23.71	7.97	12.49
MI Education Savings Program US Equ	850.72M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	829.78M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	637.83M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	557.07M	23.00	7.66	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	16.760	-0.770	-4.39%