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

US Funds

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33.160 +1.180 +3.69%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 692.9M

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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	1.510	1.540	0.030
Shares	79.700	79.700	0.000
Bonds	18.850	18.850	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.786	18.852
Price to Book	2.783	2.972
Price to Sales	2.162	2.377
Price to Cash Flow	12.262	12.718
Dividend Yield	2.197	1.624
5 Years Earnings Growth	8.876	10.508

Sector Allocation

Name	Net %	Category Average
Technology	23.110	24.173
Financial Services	16.100	22.416
Industrials	10.660	6.938
Consumer Cyclical	9.870	7.993
Healthcare	9.300	19.993
Real Estate	8.620	2.385
Communication Services	7.940	6.673
Consumer Defensive	5.860	4.621
Basic Materials	3.030	2.329
Energy	3.020	4.550
Utilities	2.480	1.619

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	-	50.60	-	-
Nuveen International Eq Idx R6	-	20.26	-	-
Nuveen Bond Index R6	-	12.73	-	-
Vanguard Real Estate Index Institutional	-	5.13	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.87	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.68	-	-
Vanguard High-Yield Corporate Adm	-	2.74	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.97B	5.71	19.02	12.90
MI Education Savings Program US Equ	906.7M	5.70	18.97	12.86
WI Edvest 529 Plan Large Cap Stock	869.71M	6.16	19.56	13.50
OR Oregon College Savings Plan US E	546.85M	5.56	18.82	-
CA ScholarShare Passive Growth	417.82M	8.02	12.73	8.27

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	33.160	+1.180	+3.69%
Popolare Vita Val.	25.841	+0.195	+0.76%
iShares MSCI Worl.	3,955.0	+19.0	+0.48%
8422	192.50	+1.00	+0.52%
IWSH	0.18	+0.01	+6.06%
Manulife Smart Gl.	9.91	+0.01	+0.10%
YSW	13.30	-0.25	-1.85%
Wells Fargo Omega.	50.00	+0.61	+1.24%