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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

Issuer: Talcott Resolution Ins Co.

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	1.990	1.990	0.000
Shares	61.710	61.710	0.000
Bonds	28.410	28.450	0.040
Other	7.900	7.900	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.555	16.826
Price to Book	2.703	2.245
Price to Sales	1.988	1.619
Price to Cash Flow	11.429	9.179
Dividend Yield	2.036	2.530
5 Years Earnings Growth	9.211	9.226

Sector Allocation

Name	Net %	Category Average
Technology	25.470	19.949
Financial Services	16.930	16.016
Industrials	11.230	10.945
Consumer Cyclical	10.640	10.208
Healthcare	9.440	11.060
Communication Services	8.080	7.115
Consumer Defensive	5.870	6.469
Energy	3.530	4.079
Basic Materials	3.420	3.492
Real Estate	2.770	7.746
Utilities	2.630	2.921

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	-	42.60	-	-
Vanguard Total Bond Market II Idx I	-	20.28	-	-
Vanguard Total Intl Stock Index I	-	19.88	-	-
Vanguard Inflation-Protected Secs I	-	9.37	-	-
WV SMART529 The Hartford Stable Val A	-	7.87	-	-

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%
Bot Zc Ot18 S Eur	99.99	0.00	0.00%
iShares iBonds De.	24.16	0.00	0.00%
BlueBay Funds B.	102.110	+0.090	+0.09%
Credit Suisse Flo.	17.857	+0.014	+0.08%
1919 Financial Se.	26.460	-0.270	-1.01%
Leonteq Securitie.	0.022	0.000	0.00%
db x-trackers MSC.	108.71	-0.66	-0.60%