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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 15 Years Portfolio (0P0000XD7I)

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WI Edvest 529 Plan Aggressive Age Band 15 Years Po historical data, for real-time data please try another search

15.440 -0.500 -3.14%

29/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 53.69M

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0P0000XD7I Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 15 Years Po (0P0000XD7I) fund. Our WI Edvest 529 Plan Aggressive Age Band 15 Years Po 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	2.930	2.930	0.000
Shares	47.530	47.650	0.120
Bonds	49.450	49.460	0.010
Convertible	0.240	0.240	0.000
Preferred	0.050	0.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.942	17.022
Price to Book	2.408	2.264
Price to Sales	1.797	1.651
Price to Cash Flow	8.622	8.968
Dividend Yield	2.344	2.741
5 Years Earnings Growth	9.150	9.256

Sector Allocation

Name	Net %	Category Average
Financial Services	15.660	15.169
Technology	14.740	19.995
Healthcare	11.930	11.218
Real Estate	11.410	9.243
Industrials	10.270	10.119
Consumer Cyclical	9.450	9.810
Communication Services	8.240	7.968
Consumer Defensive	7.420	6.551
Energy	4.250	3.739
Basic Materials	3.510	3.161
Utilities	3.130	3.030

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Equity Index Instl	-	31.16	-	-
TIAA-CREF Bond Index Institutional	-	26.97	-	-
TIAA-CREF International Eq Idx Instl	-	10.64	-	-
TIAA-CREF High-Yield Inst	-	7.90	-	-
TIAA-CREF Inflation Link Bd Instl	-	7.37	-	-
T. Rowe Price Instl Floating Rate	-	5.07	-	-
Templeton Global Bond Adv	-	4.65	-	-
TIAA-CREF Real Estate Sec Instl	-	3.66	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.57	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	3.03B	8.04	16.35	12.96
MI Education Savings Program US Equ	923.82M	8.02	16.31	12.91
WI Edvest 529 Plan Large Cap Stock	888.55M	8.55	16.97	13.52
WI Edvest 529 Plan Based Aggressive	695.91M	9.23	11.89	8.89
OR Oregon College Savings Plan US E	565.4M	7.95	16.19	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	15.440	-0.500	-3.14%
CDI	0.8000	0.0000	0.00%
MRM	35.500	0.000	0.00%
MOAEY	0.3087	0.0000	0.00%
Groupama Crédit M	153.320	+0.080	+0.05%
Fidelity Global F.	25.65	+1.10	+4.48%
Fincorp Al Amal	1.160	+0.060	+5.36%
GBM Fondo de Inve.	0.926	+0.009	+1.00%