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

US Funds

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23.350 +0.090 +0.39%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 140.32M

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0P0000XD7O Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Moderate Portfolio (0P0000XD7O) fund. Our WI Edvest 529 Plan Index-Based Moderate Portfolio 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	1.950	1.990	0.040
Shares	50.140	50.140	0.000
Bonds	48.150	48.150	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.836	18.329
Price to Book	2.795	2.607
Price to Sales	2.171	1.931
Price to Cash Flow	12.288	11.103
Dividend Yield	2.187	2.174
5 Years Earnings Growth	8.885	9.938

Sector Allocation

Name	Net %	Category Average
Technology	23.240	21.877
Financial Services	16.040	16.633
Industrials	10.570	11.385
Consumer Cyclical	9.890	9.791
Healthcare	9.260	10.535
Real Estate	8.690	5.374
Communication Services	7.970	7.490
Consumer Defensive	5.830	6.010
Energy	3.020	4.229
Basic Materials	3.010	3.496
Utilities	2.470	3.178

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	-	32.09	-	-
Nuveen Bond Index R6	-	31.92	-	-
Nuveen International Eq Idx R6	-	12.32	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	9.80	-	-
Vanguard High-Yield Corporate Adm	-	7.42	-	-
Vanguard Real Estate Index Institutional	-	3.27	-	-
Nuveen Emerging Markets Eq Idx R6	-	3.18	-	-

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
WI Edvest 529 Plan Based Aggressive	695.91M	9.23	11.89	8.89
OR Oregon College Savings Plan US E	563.53M	7.95	16.19	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	23.350	+0.090	+0.39%
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