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Wv Smart529 Select Fixed Income Dfa Portfolio (0P0000O7MG)

US Funds

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15.550 +0.030 +0.19%

30/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 17.79M

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0P0000O7MG Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Select Fixed Income DFA Portfolio (0P0000O7MG) fund. Our WV SMART529 Select Fixed Income DFA Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	31.160	31.160
Bonds	68.830	68.830
Convertible	0.020	0.020

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Government	46.355	21.653
Corporate	24.136	43.109
Derivative	14.037	4.285
Cash	13.627	12.735

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
DFA Investment Grade I	-	48.62	-	-
DFA Five-Year Global Fixed-Income I	-	36.35	-	-
DFA Inflation-Protected Securities I	-	15.03	-	-

Top Bond Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Stable Value Por	17.94M	0.91	2.33	1.94
WV The Hartford SMART529 The Hartfo	1.75M	2.65	2.45	1.97
WV The Hartford SMART529 The Harthe	529.51K	0.56	5.61	4.19
WV The Hartford SMART529 The Harthc	148.4K	0.24	4.56	3.16
WV The Hartford SMART529 The Hartfb	996.5Array	0.35	4.79	3.36

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