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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 13 - 14 Years Portfolio (0P0000XD7H)

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WI Edvest 529 Plan Aggressive Age Band 13 to 14 Ye historical data, for real-time data please try another search

15.970 -0.510 -3.09%

29/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 126M

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0P0000XD7H Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 13 to 14 Ye (0P0000XD7H) fund. Our WI Edvest 529 Plan Aggressive Age Band 13 to 14 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	1.390	1.390
Shares	52.610	52.610
Bonds	45.950	45.950
Convertible	0.260	0.260
Preferred	0.020	0.020

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.963	16.144
Price to Book	2.415	2.146
Price to Sales	1.801	1.580
Price to Cash Flow	8.635	8.550
Dividend Yield	2.339	2.709
5 Years Earnings Growth	9.009	9.417

Sector Allocation

Name	Net %	Category Average
Financial Services	15.650	15.971
Technology	14.790	19.317
Healthcare	11.950	11.213
Real Estate	11.380	7.703
Industrials	10.270	10.597
Consumer Cyclical	9.460	10.395
Communication Services	8.220	7.111
Consumer Defensive	7.420	6.843
Energy	4.230	4.188
Basic Materials	3.500	3.549
Utilities	3.130	3.113

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	-	34.64	-	-
TIAA-CREF Bond Index Institutional	-	31.01	-	-
TIAA-CREF International Eq Idx Instl	-	11.62	-	-
TIAA-CREF Inflation Link Bd Instl	-	8.85	-	-
TIAA-CREF High-Yield Inst	-	7.05	-	-
TIAA-CREF Real Estate Sec Instl	-	4.03	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.80	-	-

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	554M	5.56	18.82	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	15.970	-0.510	-3.09%
MainStay High Yie.	5.210	0.000	0.00%
Mutual of America.	14.230	-0.010	-0.07%
Morgan Stanley In.	29.620	+0.310	+1.06%
Danske Invest Rea.	11.900	0.000	0.00%
Brazil 3Y	13.685	0.000	0.00%
Templeton Global .	7.05	+0.01	+0.14%
Amundi S.F. EUR.	2.603	+0.008	+0.31%