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

US Funds

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35.190 +0.930 +2.71%

30/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 726.75M

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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	19.061
Price to Book	2.783	2.999
Price to Sales	2.162	2.402
Price to Cash Flow	12.262	12.895
Dividend Yield	2.197	1.597
5 Years Earnings Growth	8.876	10.754

Sector Allocation

Name	Net %	Category Average
Technology	23.110	24.776
Financial Services	16.100	21.940
Industrials	10.660	7.046
Consumer Cyclical	9.870	7.999
Healthcare	9.300	19.877
Real Estate	8.620	2.318
Communication Services	7.940	6.887
Consumer Defensive	5.860	4.398
Basic Materials	3.030	2.274
Energy	3.020	4.465
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	3.2B	10.53	18.73	13.92
MI Education Savings Program US Equ	970.52M	10.51	18.70	13.88
WI Edvest 529 Plan Large Cap Stock	929.46M	10.72	19.40	14.46
OR Oregon College Savings Plan US E	584.29M	10.38	18.55	-
CA ScholarShare Passive Growth	438.42M	11.29	13.04	8.99

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