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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 18+ Years Portfolio (0P0000XD7L)

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WI Edvest 529 Plan Aggressive Age Band 18+ Years P historical data, for real-time data please try another search

14.230 -0.250 -1.73%

29/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 84.62M

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0P0000XD7L Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 18+ Years P (0P0000XD7L) fund. Our WI Edvest 529 Plan Aggressive Age Band 18+ Years P 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	4.250	4.250	0.000
Shares	32.620	32.740	0.120
Bonds	62.910	62.920	0.010
Convertible	0.330	0.330	0.000
Preferred	0.050	0.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.926	17.846
Price to Book	2.406	3.044
Price to Sales	1.796	1.909
Price to Cash Flow	8.616	10.037
Dividend Yield	2.345	2.564
5 Years Earnings Growth	9.166	8.917

Sector Allocation

Name	Net %	Category Average
Financial Services	15.660	15.381
Technology	14.740	20.931
Healthcare	11.920	11.021
Real Estate	11.360	8.225
Industrials	10.260	9.901
Consumer Cyclical	9.450	9.924
Communication Services	8.260	7.689
Consumer Defensive	7.430	6.433
Energy	4.280	4.029
Basic Materials	3.520	3.166
Utilities	3.130	3.303

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Bond Index Institutional	-	26.58	-	-
TIAA-CREF Equity Index Instl	-	21.37	-	-
TIAA-CREF Short-Term Bond Inst	-	14.56	-	-
TIAA-CREF High-Yield Inst	-	8.16	-	-
TIAA-CREF Inflation Link Bd Instl	-	7.53	-	-
TIAA-CREF International Eq Idx Instl	-	7.32	-	-
T. Rowe Price Instl Floating Rate	-	5.29	-	-
Templeton Global Bond Adv	-	4.89	-	-
TIAA-CREF Real Estate Sec Instl	-	2.50	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	1.79	-	-

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	559.29M	7.95	16.19	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	14.230	-0.250	-1.73%
DHFL Pramerica Dy.	0.000	0.000	0.00%
Bosera YuSheng Pu.			%
Eastspring Invest.	13.441	-0.003	-0.02%
Investors U.S. Op.	21.682	-0.050	-0.23%
ACCIONES RAITAN S.	12.158	-0.040	-0.32%
AZ LA Internazion.	21.535	-0.253	-1.16%
Allianz Global In.	128.560	+0.430	+0.34%