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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 16 Years Portfolio (0P0000XD7J)

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WI Edvest 529 Plan Aggressive Age Band 16 Years Po historical data, for real-time data please try another search

15.100 -0.410 -2.64%

29/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.39M

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0P0000XD7J Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 16 Years Po (0P0000XD7J) fund. Our WI Edvest 529 Plan Aggressive Age Band 16 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	3.130	3.130	0.000
Shares	42.720	42.850	0.130
Bonds	54.060	54.070	0.010
Convertible	0.260	0.260	0.000
Preferred	0.050	0.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.920	16.644
Price to Book	2.403	2.262
Price to Sales	1.794	1.673
Price to Cash Flow	8.611	9.111
Dividend Yield	2.348	2.731
5 Years Earnings Growth	9.158	9.668

Sector Allocation

Name	Net %	Category Average
Financial Services	15.670	14.908
Technology	14.730	19.884
Healthcare	11.910	11.676
Real Estate	11.360	9.209
Industrials	10.270	9.951
Consumer Cyclical	9.450	9.960
Communication Services	8.250	7.724
Consumer Defensive	7.430	6.634
Energy	4.260	3.811
Basic Materials	3.520	3.214
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 Bond Index Institutional	-	29.78	-	-
TIAA-CREF Equity Index Instl	-	27.92	-	-
TIAA-CREF International Eq Idx Instl	-	9.63	-	-
TIAA-CREF High-Yield Inst	-	8.49	-	-
TIAA-CREF Inflation Link Bd Instl	-	7.83	-	-
T. Rowe Price Instl Floating Rate	-	5.57	-	-
Templeton Global Bond Adv	-	5.14	-	-
TIAA-CREF Real Estate Sec Instl	-	3.28	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.36	-	-

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	556.86M	3.09	11.03	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	15.100	-0.410	-2.64%