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

US Funds

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21.960 -0.410 -1.83%

31/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 131.38M

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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	2.040	2.080	0.040
Shares	47.990	47.990	0.000
Bonds	50.100	50.100	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.235	17.137
Price to Book	2.655	2.500
Price to Sales	2.078	1.850
Price to Cash Flow	11.625	10.706
Dividend Yield	2.211	2.244
5 Years Earnings Growth	9.790	10.423

Sector Allocation

Name	Net %	Category Average
Technology	22.660	20.664
Financial Services	15.410	16.474
Consumer Cyclical	10.510	9.967
Healthcare	10.010	11.655
Industrials	9.930	10.952
Real Estate	9.430	5.524
Communication Services	7.900	7.441
Consumer Defensive	5.450	6.084
Energy	3.230	4.362
Basic Materials	3.100	3.659
Utilities	2.380	3.221

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	-	33.20	-	-
Nuveen Equity Index R6	-	30.09	-	-
Nuveen International Eq Idx R6	-	12.16	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	10.34	-	-
Vanguard High-Yield Corporate Adm	-	7.64	-	-
Vanguard Real Estate Index Institutional	-	3.50	-	-
Nuveen Emerging Markets Eq Idx R6	-	3.06	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.68B	-4.74	8.17	11.75
MI Education Savings Program US Equ	817.11M	-4.73	8.14	11.70
WI Edvest 529 Plan Large Cap Stock	793.67M	-4.27	8.94	12.37
WI Edvest 529 Plan Based Aggressive	635.27M	-0.07	5.78	8.04
OR Oregon College Savings Plan US E	486.49M	-4.86	7.90	-

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Recent Quotes

Name	Price	Chg.	Chg. %
WI Edvest 529 Pla.	21.960	-0.410	-1.83%
JSS Systematic Eq.	248.310	-0.290	-0.12%
LM US High Divide.	8,661.000	+99.000	+1.16%
Harel Govmt CPI-l.	110.210	+0.100	+0.09%