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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: 666.13M

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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	1.360	1.380	0.020
Shares	79.850	79.850	0.000
Bonds	18.830	18.830	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.588	18.210
Price to Book	2.750	2.913
Price to Sales	2.119	2.331
Price to Cash Flow	12.165	12.342
Dividend Yield	2.232	1.668
5 Years Earnings Growth	8.878	10.538

Sector Allocation

Name	Net %	Category Average
Technology	22.350	23.454
Financial Services	16.150	22.468
Industrials	10.320	6.917
Healthcare	10.150	20.516
Consumer Cyclical	9.740	7.874
Real Estate	8.700	2.449
Communication Services	7.750	6.663
Consumer Defensive	6.080	4.745
Energy	3.130	4.620
Basic Materials	3.090	2.373
Utilities	2.550	1.699

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	2.83B	0.60	13.71	12.15
MI Education Savings Program US Equ	862.8M	0.60	13.67	12.11
WI Edvest 529 Plan Large Cap Stock	830.84M	1.05	14.29	12.73
OR Oregon College Savings Plan US E	553.56M	5.56	18.82	-
CA ScholarShare Passive Growth	403.34M	4.45	9.06	7.71

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Recent Quotes

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WI Edvest 529 Pla.	33.160	+1.180	+3.69%
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