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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 10-11 (0P0000O6IX)

US Funds

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44.650 +1.470 +3.40%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.48M

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0P0000O6IX Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 9-13 (0P0000O6IX) fund. Our WV SMART529 Direct Age-Based Portfolio 9-13 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	0.730	1.080	0.350
Shares	61.340	61.340	0.000
Bonds	29.910	29.980	0.070
Other	8.010	8.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.542	16.446
Price to Book	2.599	2.202
Price to Sales	1.905	1.593
Price to Cash Flow	11.008	8.997
Dividend Yield	2.089	2.548
5 Years Earnings Growth	9.741	9.311

Sector Allocation

Name	Net %	Category Average
Technology	24.650	19.701
Financial Services	16.990	16.039
Industrials	10.950	10.911
Consumer Cyclical	10.420	10.218
Healthcare	10.330	11.158
Communication Services	7.820	7.103
Consumer Defensive	6.080	6.498
Energy	3.650	4.142
Basic Materials	3.500	3.511
Real Estate	2.890	7.785
Utilities	2.710	2.933

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 %
Vanguard Total Stock Mkt Idx Instl Pls	-	42.33	-	-
Vanguard Total Bond Market II Idx I	-	20.48	-	-
Vanguard Total Intl Stock Index I	-	19.73	-	-
Vanguard Inflation-Protected Secs I	-	9.48	-	-
WV SMART529 The Hartford Stable Val A	-	7.97	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	71.52M	1.99	3.46	3.02
WV SMART529 Direct Age Based 0 8	26.18M	4.54	10.45	8.71
WV The Hartford SMART529 Balanced C	1.74M	0.49	5.96	6.39
WV The Hartford SMART529 Balanced B	4.27K	0.56	6.16	6.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	44.650	+1.470	+3.40%