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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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65.810 +1.110 +1.72%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 28.14M

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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	0.780	1.180	0.400
Shares	81.090	81.090	0.000
Bonds	18.090	18.130	0.040
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.028	17.813
Price to Book	2.945	2.541
Price to Sales	2.192	1.881
Price to Cash Flow	12.464	10.841
Dividend Yield	1.863	2.177
5 Years Earnings Growth	9.395	10.681

Sector Allocation

Name	Net %	Category Average
Technology	27.520	20.962
Financial Services	16.320	15.544
Industrials	11.090	10.866
Consumer Cyclical	10.500	10.722
Healthcare	8.910	11.219
Communication Services	8.580	8.583
Consumer Defensive	4.990	6.138
Basic Materials	3.510	3.609
Energy	3.460	3.522
Real Estate	2.580	6.110
Utilities	2.540	2.728

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	-	55.98	-	-
Vanguard Total Intl Stock Index I	-	26.06	-	-
Vanguard Total Bond Market II Idx I	-	12.49	-	-
Vanguard Inflation-Protected Secs I	-	5.48	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	76.34M	5.36	5.23	3.36
WV SMART529 Direct Age Based 9 13	37.88M	15.20	14.95	8.50
WV The Hartford SMART529 Balanced C	1.84M	9.39	11.40	7.54

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	65.810	+1.110	+1.72%
ENJ/CAD	0.046	-0.002	-3.42%
Fidelity Advisor .	21.80	+0.13	+0.60%
300559	11.93	-0.34	-2.77%
CFS FC W PSup-Fir.	3.895	+0.021	+0.55%
PYPD	3.7900	+0.1100	+2.99%
BNPP 1 SA de CV F.	1.949	0.000	0.02%
PortfolioMetrix B.	3.747	+0.042	+1.14%