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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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46.140 +1.490 +3.34%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 36.25M

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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	0.410	1.010	0.600
Shares	61.730	61.730	0.000
Bonds	29.950	29.980	0.030
Other	7.900	7.900	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.236	17.301
Price to Book	2.780	2.317
Price to Sales	2.029	1.667
Price to Cash Flow	11.802	9.463
Dividend Yield	2.018	2.482
5 Years Earnings Growth	9.344	9.221

Sector Allocation

Name	Net %	Category Average
Technology	25.480	20.787
Financial Services	16.920	15.956
Industrials	11.230	10.998
Consumer Cyclical	10.650	10.291
Healthcare	9.440	10.593
Communication Services	8.080	7.212
Consumer Defensive	5.860	6.286
Energy	3.530	3.966
Basic Materials	3.410	3.419
Real Estate	2.770	7.658
Utilities	2.630	2.838

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	-	42.68	-	-
Vanguard Total Bond Market II Idx I	-	20.27	-	-
Vanguard Total Intl Stock Index I	-	19.83	-	-
Vanguard Inflation-Protected Secs I	-	9.36	-	-
WV SMART529 The Hartford Stable Val A	-	7.86	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	74.19M	2.98	4.26	3.14
WV SMART529 Direct Age Based 0 8	26.94M	8.82	14.76	9.35
WV The Hartford SMART529 Balanced C	1.78M	3.60	9.39	6.94
WV The Hartford SMART529 Balanced B	4.27K	3.72	9.60	7.15

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	46.140	+1.490	+3.34%
5531	9.79	+0.45	+4.82%
EQIX 5.375 01-APR.	101.75	0.00	0.00%
9236	1,236.00	+23.00	+1.90%
BNP PARIBAS ARBIT.	0.25	0.00	0.00%
KNDE	74.14	-4.94	-6.25%
MEIN	1.140	-0.060	-5.00%
EMIS	0.4100	0.0000	0.00%