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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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49.350 +0.690 +1.42%

31/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.88M

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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	0.500	1.130	0.630
Shares	61.570	61.570	0.000
Bonds	29.970	30.040	0.070
Other	7.960	7.960	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.008	17.042
Price to Book	2.938	2.367
Price to Sales	2.187	1.715
Price to Cash Flow	12.448	9.705
Dividend Yield	1.867	2.435
5 Years Earnings Growth	9.392	9.239

Sector Allocation

Name	Net %	Category Average
Technology	27.470	21.438
Financial Services	16.340	15.747
Industrials	11.110	10.828
Consumer Cyclical	10.500	10.212
Healthcare	8.910	10.275
Communication Services	8.570	7.415
Consumer Defensive	4.990	5.959
Basic Materials	3.530	3.510
Energy	3.460	4.031
Real Estate	2.580	7.536
Utilities	2.540	3.047

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	-	42.35	-	-
Vanguard Total Bond Market II Idx I	-	20.37	-	-
Vanguard Total Intl Stock Index I	-	19.94	-	-
Vanguard Inflation-Protected Secs I	-	9.41	-	-
WV SMART529 The Hartford Stable Val A	-	7.93	-	-

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 0 8	28.14M	18.15	18.37	10.40
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.	49.350	+0.690	+1.42%
VeChain TRY	0.5394	-0.0189	-3.39%
1472	90.70	-0.90	-0.98%
Principal Preferr.	9.44	-0.01	-0.11%
603444	422.60	-4.57	-1.07%
db x-trackers MSC.	43.05	-0.95	-2.16%
RAX	31.99	0.00	0.00%
Cadiz Absolute Yi.	1.106	0.000	0.00%