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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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48.660 +1.170 +2.46%

30/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.08M

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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	1.840	1.840	0.000
Shares	61.520	61.520	0.000
Bonds	28.650	28.680	0.030
Other	8.000	8.000	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.958	17.079
Price to Book	2.856	2.366
Price to Sales	2.132	1.711
Price to Cash Flow	12.130	9.675
Dividend Yield	1.923	2.425
5 Years Earnings Growth	9.749	9.290

Sector Allocation

Name	Net %	Category Average
Technology	26.540	21.233
Financial Services	16.750	15.831
Industrials	11.170	10.914
Consumer Cyclical	10.580	10.311
Healthcare	9.040	10.412
Communication Services	8.400	7.409
Consumer Defensive	5.270	6.001
Energy	3.580	3.959
Basic Materials	3.490	3.482
Real Estate	2.660	7.618
Utilities	2.530	2.833

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	-	42.39	-	-
Vanguard Total Bond Market II Idx I	-	20.45	-	-
Vanguard Total Intl Stock Index I	-	19.74	-	-
Vanguard Inflation-Protected Secs I	-	9.46	-	-
WV SMART529 The Hartford Stable Val A	-	7.96	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	74.13M	4.87	5.36	3.44
WV SMART529 Direct Age Based 0 8	28.37M	16.16	19.77	10.84
WV The Hartford SMART529 Balanced C	1.82M	8.00	13.08	7.99

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	48.660	+1.170	+2.46%
BNP Paribas Funds.	187.640	+1.100	+0.59%
KNDE	73.00	+4.80	+7.04%
Putnam Stable Val.	1.000	0.000	0.00%
002901	52.98	+0.16	+0.30%
002890	15.18	+0.09	+0.60%
MFS Limited Matur.	5.91	0.00	0.00%
GS Call 484.839 E.	3.800	0.000	0.00%