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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 18+ (0P0000O6MF)

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20.070 -0.090 -0.45%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 68.1M

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0P0000O6MF Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 18+ (0P0000O6MF) fund. Our WV SMART529 Direct Age-Based Portfolio 18+ 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	0.160	0.430	0.270
Shares	11.920	11.920	0.000
Bonds	17.920	17.930	0.010
Other	70.000	70.000	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.821	17.477
Price to Book	2.728	3.016
Price to Sales	1.956	1.903
Price to Cash Flow	11.959	10.134
Dividend Yield	1.971	2.567
5 Years Earnings Growth	11.579	9.600

Sector Allocation

Name	Net %	Category Average
Technology	25.270	24.660
Financial Services	15.320	14.930
Healthcare	11.110	11.868
Industrials	10.820	9.834
Consumer Cyclical	10.640	9.814
Communication Services	7.410	7.372
Consumer Defensive	5.910	6.661
Energy	3.900	4.221
Basic Materials	3.850	3.449
Real Estate	3.030	8.327
Utilities	2.750	3.301

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
WV SMART529 The Hartford Stable Val A	-	69.99	-	-
Vanguard Total Bond Market II Idx I	-	11.00	-	-
Vanguard Total Stock Mkt Idx Instl Pls	-	8.28	-	-
Vanguard Inflation-Protected Secs I	-	6.99	-	-
Vanguard Total Intl Stock Index I	-	3.74	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 9 13	32.11M	10.67	3.19	7.05
WV SMART529 Direct Age Based 0 8	24.95M	13.42	4.32	8.61
WV The Hartford SMART529 Balanced C	1.85M	10.39	2.62	6.75
WV The Hartford SMART529 Balanced B	12.35K	10.57	2.82	6.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	20.070	-0.090	-0.45%