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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 (0P0000O6JC)

US Funds

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38.660 +0.210 +0.55%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.89M

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0P0000O6JC Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 14-15 (0P0000O6JC) fund. Our WV SMART529 Direct Age-Based Portfolio 14-15 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	0.150	0.810	0.660
Shares	42.110	42.110	0.000
Bonds	33.130	33.160	0.030
Other	24.600	24.600	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.209	16.448
Price to Book	2.772	2.189
Price to Sales	2.025	1.600
Price to Cash Flow	11.784	8.722
Dividend Yield	2.023	2.680
5 Years Earnings Growth	9.343	9.491

Sector Allocation

Name	Net %	Category Average
Technology	25.430	19.804
Financial Services	16.950	15.870
Industrials	11.250	10.570
Consumer Cyclical	10.640	10.380
Healthcare	9.430	11.078
Communication Services	8.070	7.174
Consumer Defensive	5.870	6.687
Energy	3.540	4.150
Basic Materials	3.420	3.507
Real Estate	2.770	7.671
Utilities	2.630	3.109

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	-	28.99	-	-
WV SMART529 The Hartford Stable Val A	-	24.58	-	-
Vanguard Total Bond Market II Idx I	-	22.37	-	-
Vanguard Total Intl Stock Index I	-	13.65	-	-
Vanguard Inflation-Protected Secs I	-	10.41	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV The Hartford SMART529 The Hartga	97.57M	7.55	24.79	14.18
WV SMART529 Direct 500 Index Portfo	86.75M	8.51	16.96	13.52
WV The Hartford SMART529 ChecksBala	44.31M	3.87	8.31	7.60
WV SMART529 Direct Growth Portfolio	40.86M	10.05	12.72	9.37
WV The Hartford SMART529 The Hartee	4.69M	6.54	8.49	9.80

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	38.660	+0.210	+0.55%
DSHKN	8.50	+0.75	+9.68%
Equitable Life Tr.	18.607	+0.186	+1.01%
WV SMART529 Direc.	59.430	+1.300	+2.24%
WV The Hartford S.	51.500	-0.080	-0.16%
MSSR	8.76	0.00	0.00%
First Trust Horiz.	36.74	-0.37	-1.00%
AB FCP I Americ.	10.700	+0.050	+0.47%