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

US Funds

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22.370 +0.180 +0.81%

28/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 133.67M

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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	2.120	2.220	0.100
Shares	49.280	49.280	0.000
Bonds	48.780	48.780	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.363	17.447
Price to Book	2.694	2.540
Price to Sales	2.062	1.872
Price to Cash Flow	12.240	10.987
Dividend Yield	2.193	2.216
5 Years Earnings Growth	9.921	10.604

Sector Allocation

Name	Net %	Category Average
Technology	23.140	20.913
Financial Services	15.240	16.335
Industrials	10.190	10.963
Healthcare	10.170	11.611
Consumer Cyclical	10.060	10.084
Real Estate	9.080	5.477
Communication Services	7.340	7.462
Consumer Defensive	5.630	6.006
Energy	3.420	4.299
Basic Materials	3.230	3.674
Utilities	2.500	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 Bond Index R6	-	32.54	-	-
Nuveen Equity Index R6	-	31.88	-	-
Nuveen International Eq Idx R6	-	11.79	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	10.01	-	-
Vanguard High-Yield Corporate Adm	-	7.50	-	-
Vanguard Real Estate Index Institutional	-	3.34	-	-
Nuveen Emerging Markets Eq Idx R6	-	2.94	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.86B	1.16	11.53	12.31
MI Education Savings Program US Equ	865.69M	1.17	11.49	12.26
WI Edvest 529 Plan Large Cap Stock	840.79M	1.44	12.43	12.84
WI Edvest 529 Plan Based Aggressive	653.32M	3.04	7.36	8.27
OR Oregon College Savings Plan US E	480.82M	1.12	11.30	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	22.370	+0.180	+0.81%
ABSA Multi Manage.	2.245	-0.065	-2.80%
POP Fixed Income .	1.639	0.000	0.00%
Orient Secs Lead .	1.509	-0.006	-0.40%
Nomura Index Fund.	22,574.000	-465.000	-2.02%
CAN Glbl Balanced.	22.198	-0.763	-3.32%
HypoVereinsbank o.	236.230	-17.420	-6.87%
L&GE Fund MSCI Ch.	14.46	-0.59	-3.92%