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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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38.450 +0.930 +2.48%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.42M

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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	1.880	1.880	0.000
Shares	42.250	42.250	0.000
Bonds	31.290	31.340	0.050
Other	24.570	24.570	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.545	15.980
Price to Book	2.700	2.127
Price to Sales	1.987	1.564
Price to Cash Flow	11.422	8.478
Dividend Yield	2.038	2.718
5 Years Earnings Growth	9.211	9.477

Sector Allocation

Name	Net %	Category Average
Technology	25.440	19.133
Financial Services	16.940	15.939
Industrials	11.240	10.520
Consumer Cyclical	10.640	10.375
Healthcare	9.430	11.475
Communication Services	8.080	7.037
Consumer Defensive	5.870	6.893
Energy	3.540	4.204
Basic Materials	3.420	3.572
Real Estate	2.770	7.725
Utilities	2.630	3.127

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	-	29.12	-	-
WV SMART529 The Hartford Stable Val A	-	24.55	-	-
Vanguard Total Bond Market II Idx I	-	22.29	-	-
Vanguard Total Intl Stock Index I	-	13.66	-	-
Vanguard Inflation-Protected Secs I	-	10.38	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV The Hartford SMART529 The Hartga	89.09M	-2.98	21.29	13.41
WV SMART529 Direct 500 Index Portfo	80.61M	1.00	14.28	12.72
WV The Hartford SMART529 ChecksBala	43.73M	0.78	6.74	7.18
WV SMART529 Direct Growth Portfolio	39.43M	4.66	10.47	8.71
WV The Hartford SMART529 The Hartee	4.9M	3.56	6.58	9.30

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	38.450	+0.930	+2.48%
Vanguard Total Bo.	9.63	-0.03	-0.31%
Leonteq Securitie.	1,005.710	0.000	0.00%
Lord Abbett Small.	20.70	+0.12	+0.58%
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JPM Japan Equity .	11,753.810	-0.190	0.00%
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