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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 17 Years Portfolio (0P0000XD7K)

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WI Edvest 529 Plan Aggressive Age Band 17 Years Po historical data, for real-time data please try another search

14.660 -0.330 -2.20%

29/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 42.95M

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0P0000XD7K Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 17 Years Po (0P0000XD7K) fund. Our WI Edvest 529 Plan Aggressive Age Band 17 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	3.340	3.340	0.000
Shares	37.960	38.100	0.140
Bonds	58.600	58.620	0.020
Convertible	0.280	0.280	0.000
Preferred	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.956	17.420
Price to Book	2.412	2.483
Price to Sales	1.801	1.700
Price to Cash Flow	8.629	9.881
Dividend Yield	2.341	2.400
5 Years Earnings Growth	9.166	9.677

Sector Allocation

Name	Net %	Category Average
Financial Services	15.630	14.990
Technology	14.750	20.838
Healthcare	11.930	11.685
Real Estate	11.440	7.533
Industrials	10.250	10.825
Consumer Cyclical	9.440	9.938
Communication Services	8.260	7.775
Consumer Defensive	7.410	6.590
Energy	4.270	3.665
Basic Materials	3.500	3.330
Utilities	3.120	2.830

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	-	31.42	-	-
TIAA-CREF Equity Index Instl	-	24.97	-	-
TIAA-CREF High-Yield Inst	-	9.42	-	-
TIAA-CREF Inflation Link Bd Instl	-	9.01	-	-
TIAA-CREF International Eq Idx Instl	-	8.43	-	-
T. Rowe Price Instl Floating Rate	-	6.14	-	-
Templeton Global Bond Adv	-	5.63	-	-
TIAA-CREF Real Estate Sec Instl	-	2.94	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.03	-	-

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	563.72M	7.95	16.19	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	14.660	-0.330	-2.20%
AAZ	0.0200	0.0000	0.00%
VOTORANTIM FUNDO .	5.361	-0.001	-0.02%
HS SCHK Central S.	3,667.60	-14.19	-0.39%
OVID	0.940	+0.007	+0.77%
ALA	35.10	-0.10	-0.28%
Fidelity Growth D.	67.11	+0.05	+0.07%
LAZR	1.975	-0.175	-8.14%