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

US Funds

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22.190 +0.440 +2.02%

31/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 133.03M

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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	17.290
Price to Book	2.694	2.521
Price to Sales	2.062	1.859
Price to Cash Flow	12.240	11.099
Dividend Yield	2.193	2.230
5 Years Earnings Growth	9.921	10.512

Sector Allocation

Name	Net %	Category Average
Technology	23.140	21.561
Financial Services	15.240	15.859
Industrials	10.190	10.963
Healthcare	10.170	11.440
Consumer Cyclical	10.060	10.100
Real Estate	9.080	5.539
Communication Services	7.340	7.333
Consumer Defensive	5.630	6.011
Energy	3.420	4.314
Basic Materials	3.230	3.673
Utilities	2.500	3.208

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	2.92B	23.71	7.97	12.49
MI Education Savings Program US Equ	880.97M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	855.02M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	652.49M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	558.77M	3.09	11.03	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	22.190	+0.440	+2.02%