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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 4-6 (0P0000O6M4)

US Funds

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58.230 +2.590 +4.65%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.26M

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0P0000O6M4 Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 0-8 (0P0000O6M4) fund. Our WV SMART529 Direct Age-Based Portfolio 0-8 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	0.940	1.150	0.210
Shares	81.460	81.460	0.000
Bonds	17.550	17.590	0.040
Other	0.050	0.050	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.494	17.265
Price to Book	2.584	2.405
Price to Sales	1.897	1.785
Price to Cash Flow	10.972	10.300
Dividend Yield	2.099	2.271
5 Years Earnings Growth	9.737	10.770

Sector Allocation

Name	Net %	Category Average
Technology	24.550	19.587
Financial Services	17.040	15.854
Industrials	10.990	10.911
Consumer Cyclical	10.420	10.663
Healthcare	10.320	11.799
Communication Services	7.810	8.297
Consumer Defensive	6.090	6.513
Energy	3.660	3.676
Basic Materials	3.530	3.653
Real Estate	2.890	6.261
Utilities	2.710	2.792

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	55.72	-	-
Vanguard Total Intl Stock Index I	-	26.71	-	-
Vanguard Total Bond Market II Idx I	-	12.21	-	-
Vanguard Inflation-Protected Secs I	-	5.37	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	70.62M	1.24	3.26	2.95
WV SMART529 Direct Age Based 9 13	34.19M	0.79	7.31	6.83
WV The Hartford SMART529 Balanced C	1.73M	-2.40	5.02	6.16
WV The Hartford SMART529 Balanced B	4.27K	-2.33	5.21	6.37

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	58.230	+2.590	+4.65%
GinsGlobal US Equ.	32.172	-0.185	-0.57%
ProShares Short D.	26.40	-0.26	-0.98%
CAD/BDT	89.2450	-0.1100	-0.12%
Baillie Gifford W.	34.268	+0.060	+0.18%
iShares Global Co.	0.00	0.00	0.00%
Yurie MKF Wealth .	1,708.610	+21.640	+1.28%
Manulife Dana Tet.	2,251.610	+5.600	+0.25%