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Wi Tomorrow's Scholar 529 Plan Northern Small Cap Value Option W (0P00011UEB)

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WI Tomorrow’s Scholar 529 Plan Northern Small Cap historical data, for real-time data please try another search
20.700 +0.190    +0.93%
05/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 248.5K
WI Tomorrow’s Scholar 529 Plan Northern Small Cap 20.700 +0.190 +0.93%

0P00011UEB Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WI Tomorrow’s Scholar 529 Plan Northern Small Cap (0P00011UEB) fund. Our WI Tomorrow’s Scholar 529 Plan Northern Small Cap 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 3.970 3.970 0.000
Shares 96.030 96.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.902 14.543
Price to Book 1.331 1.580
Price to Sales 1.132 1.136
Price to Cash Flow 7.052 7.681
Dividend Yield 2.282 1.965
5 Years Earnings Growth 11.662 11.612

Sector Allocation

Name  Net % Category Average
Financial Services 28.330 21.956
Industrials 12.800 16.073
Real Estate 11.110 8.542
Consumer Cyclical 9.850 11.112
Healthcare 9.710 12.324
Energy 6.730 4.760
Technology 6.670 11.704
Basic Materials 6.310 4.953
Utilities 3.590 3.210
Communication Services 2.830 2.267
Consumer Defensive 2.080 3.104

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

Name ISIN Weight % Last Change %
Northern Small Cap Value - 99.76 - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.83B -5.38 11.36 11.62
  MI Education Savings Program US Equ 862.8M -5.37 11.32 11.58
  WI Edvest 529 Plan Large Cap Stock 830.84M -4.93 12.06 12.18
  WI Edvest 529 Plan Based Aggressive 666.13M 0.43 8.53 7.97
  OR Oregon College Savings Plan US E 529.76M -5.52 11.12 -
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