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

US Funds

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33.380 +0.220 +0.66%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 695.91M

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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	18.948
Price to Book	2.783	2.996
Price to Sales	2.162	2.389
Price to Cash Flow	12.262	12.777
Dividend Yield	2.197	1.603
5 Years Earnings Growth	8.876	10.601

Sector Allocation

Name	Net %	Category Average
Technology	23.110	24.659
Financial Services	16.100	22.227
Industrials	10.660	6.968
Consumer Cyclical	9.870	7.968
Healthcare	9.300	19.884
Real Estate	8.620	2.324
Communication Services	7.940	6.771
Consumer Defensive	5.860	4.486
Basic Materials	3.030	2.266
Energy	3.020	4.477
Utilities	2.480	1.583

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	3.03B	8.04	16.35	12.96
MI Education Savings Program US Equ	923.82M	8.02	16.31	12.91
WI Edvest 529 Plan Large Cap Stock	888.55M	8.55	16.97	13.52
OR Oregon College Savings Plan US E	565.49M	7.95	16.19	-
CA ScholarShare Passive Growth	420.7M	8.63	10.72	8.20

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	33.380	+0.220	+0.66%
Indosuez Funds Sh.	122.740	-0.120	-0.10%
UEIC	4.91	+0.07	+1.45%
HSBC Global Inves.	15.937	+0.099	+0.63%
RSE	2.000	0.000	0.00%
Legg Mason Royce .	221.960	+8.980	+4.22%
HOC	2.670	0.000	0.00%
GMPI	0.235	+0.004	+1.73%