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Wi Edvest 529 Plan Index-based Aggressive Portfolio (0P0000XD7M)

US Funds

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30.540 -0.950 -3.02%

31/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 635.27M

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0P0000XD7M Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Aggressive Portfoli (0P0000XD7M) fund. Our WI Edvest 529 Plan Index-Based Aggressive Portfoli 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	1.500	1.520	0.020
Shares	78.610	78.610	0.000
Bonds	19.930	19.930	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.197	17.526
Price to Book	2.654	2.855
Price to Sales	2.083	2.298
Price to Cash Flow	11.649	12.224
Dividend Yield	2.233	1.665
5 Years Earnings Growth	9.796	11.080

Sector Allocation

Name	Net %	Category Average
Technology	22.500	23.415
Financial Services	15.890	22.591
Healthcare	10.220	20.776
Consumer Cyclical	10.020	8.028
Industrials	9.950	6.543
Real Estate	9.200	2.497
Communication Services	7.690	6.492
Consumer Defensive	5.740	4.569
Energy	3.290	4.903
Basic Materials	3.090	2.296
Utilities	2.420	1.751

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Nuveen Equity Index R6	-	49.31	-	-
Nuveen International Eq Idx R6	-	20.22	-	-
Nuveen Bond Index R6	-	13.33	-	-
Vanguard Real Estate Index Institutional	-	5.51	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.77	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.97	-	-
Vanguard High-Yield Corporate Adm	-	2.89	-	-

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
OR Oregon College Savings Plan US E	501.17M	-5.52	11.12	-
CA ScholarShare Passive Growth	389.03M	0.34	5.36	7.41

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	30.540	-0.950	-3.02%
36ONE FR Qualifie.	1,374.472	+47.517	+3.58%
Long Beach Manage.	3.944	+0.026	+0.66%
Lloyds Multi Stra.	1.326	+0.005	+0.34%
Mackenzie Develop.	88.98	-0.09	-0.10%