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Wi Edvest 529 Plan Index-based Moderate Portfolio (0P0000XD7O)

US Funds

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21.670 -0.460 -2.08%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 131M

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0P0000XD7O Overview

Find basic information about the Wi Edvest 529 Plan Index-based Moderate Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XD7O MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change21.13%

Prev. Close22.13

Risk Rating

TTM YieldN/A

ROE25.70%

IssuerN/A

TurnoverN/A

ROA10.94%

Inception DateOct 26, 2012

Total Assets131M

ExpensesN/A

Min. InvestmentN/A

Market Cap119.3B

CategoryStatic Allocation - - 30% to 50% Equity

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Wi Edvest 529 Plan Index-based Moderate Portfolio Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1091	1015	1211	1071	1354	1798
Fund Return	9.06%	1.55%	21.13%	2.3%	6.25%	6.04%
Place in category	16	22	13	25	12	6
% in Category	11	15	9	26	14	10

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	19.66	7.60	12.38
MI Education Savings Program US Equ	815.12M	19.62	7.56	12.34
WI Edvest 529 Plan Large Cap Stock	798M	20.85	8.97	12.86
WI Edvest 529 Plan Based Aggressive	631.64M	12.82	4.10	8.35
OR Oregon College Savings Plan US E	551.44M	18.98	7.25	-

Top Funds for Static Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
OH CollegeAdvantage 529 Vanguard Mg	548.55M	8.53	1.82	5.72
IA College Savings Iowa 529 Conserv	512.94M	7.16	0.93	4.78
CO CollegeInvest Direct 529 Moderat	470.74M	8.43	1.71	5.66
NV Vanguard 529 College Savings Plm	285.64M	8.52	1.85	5.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nuveen Bond Index R6	-	32.05	-	-
Nuveen Equity Index R6	-	31.85	-	-
Nuveen International Eq Idx R6	-	12.13	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	9.88	-	-
Vanguard High-Yield Corporate Adm	-	7.46	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	21.670	-0.460	-2.08%