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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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29.920 -0.080 -0.27%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 359.78M

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0P0000XD83 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Balanced Portfolio (0P0000XD83) fund. Our WI Edvest 529 Plan Balanced Portfolio 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	1.260	1.280	0.020
Shares	64.030	64.030	0.000
Bonds	34.880	34.880	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.261	17.532
Price to Book	3.703	2.896
Price to Sales	2.453	2.104
Price to Cash Flow	13.273	11.434
Dividend Yield	1.450	2.163
5 Years Earnings Growth	10.396	10.516

Sector Allocation

Name	Net %	Category Average
Technology	30.010	22.295
Financial Services	14.060	16.695
Consumer Cyclical	11.610	9.701
Healthcare	10.730	12.651
Communication Services	9.440	6.952
Industrials	8.530	10.794
Consumer Defensive	5.230	6.416
Energy	3.350	4.817
Real Estate	2.580	3.364
Utilities	2.410	3.069
Basic Materials	2.050	3.247

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Nuveen Equity Index R6	-	64.79	-	-
	Nuveen Bond Index R6	-	35.21	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.68B	-4.74	8.17	11.75
MI Education Savings Program US Equ	817.11M	-4.73	8.14	11.70
WI Edvest 529 Plan Large Cap Stock	793.67M	-4.27	8.94	12.37
WI Edvest 529 Plan Based Aggressive	635.27M	-0.07	5.78	8.04
OR Oregon College Savings Plan US E	501.17M	-5.52	11.12	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	29.920	-0.080	-0.27%