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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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40.590 +0.130 +0.32%

30/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.02M

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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	0.250	0.940	0.690
Shares	41.750	41.750	0.000
Bonds	33.100	33.180	0.080
Other	24.890	24.890	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.005	16.292
Price to Book	2.937	2.234
Price to Sales	2.187	1.641
Price to Cash Flow	12.446	8.934
Dividend Yield	1.868	2.660
5 Years Earnings Growth	9.392	9.452

Sector Allocation

Name	Net %	Category Average
Technology	27.470	19.917
Financial Services	16.340	15.766
Industrials	11.110	10.460
Consumer Cyclical	10.500	10.335
Healthcare	8.910	10.958
Communication Services	8.570	7.267
Consumer Defensive	4.990	6.556
Basic Materials	3.530	3.553
Energy	3.460	4.243
Real Estate	2.580	7.591
Utilities	2.540	3.355

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	-	28.71	-	-
WV SMART529 The Hartford Stable Val A	-	24.87	-	-
Vanguard Total Bond Market II Idx I	-	22.45	-	-
Vanguard Total Intl Stock Index I	-	13.54	-	-
Vanguard Inflation-Protected Secs I	-	10.44	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV The Hartford SMART529 The Hartga	103.39M	17.14	31.76	15.63
WV SMART529 Direct 500 Index Portfo	94.73M	17.40	22.53	14.49
WV The Hartford SMART529 ChecksBala	46.44M	10.04	12.23	8.34
WV SMART529 Direct Growth Portfolio	44.35M	18.32	18.42	10.40
WV The Hartford SMART529 The Hartee	4.81M	10.38	10.12	10.16

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Recent Quotes

Name	Price	Chg.	Chg. %
WV SMART529 Direc.	40.590	+0.130	+0.32%
HALB	0.00134	+0.00004	+3.08%
AVAS	1,482.10	+16.40	+1.12%
NSU	4.440	0.000	0.00%
301055	19.37	-0.27	-1.37%
PH N Balanced A	25.542	+0.034	+0.13%
6900	0.01	0.00	0.00%
STANLIB Balanced .	2.229	+0.004	+0.18%