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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.680 -0.820 -2.60%

31/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 377.76M

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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 %
Cash	1.300	1.300
Shares	66.370	66.370
Bonds	32.550	32.550

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.826	17.824
Price to Book	3.739	2.956
Price to Sales	2.478	2.098
Price to Cash Flow	14.408	11.783
Dividend Yield	1.466	2.132
5 Years Earnings Growth	9.939	10.606

Sector Allocation

Name	Net %	Category Average
Technology	30.400	22.944
Financial Services	14.050	15.957
Consumer Cyclical	11.000	9.598
Healthcare	10.740	12.634
Industrials	8.960	10.802
Communication Services	8.420	7.065
Consumer Defensive	5.380	6.428
Energy	3.590	4.848
Real Estate	2.760	3.362
Utilities	2.500	3.005
Basic Materials	2.200	3.358

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	-	67.15	-	-
	Nuveen Bond Index R6	-	32.85	-	-

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	555.88M	23.00	7.66	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.680	-0.820	-2.60%