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Wv Smart529 Select Fixed Income Dfa Portfolio (0P0000O7MG)

US Funds

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15.530 -0.020 -0.13%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 17.7M

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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	31.340	31.340
Bonds	68.650	68.650
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	45.874	21.525
Corporate	24.724	43.359
Cash	14.019	13.399
Derivative	13.795	4.301

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	-	48.81	-	-
DFA Five-Year Global Fixed-Income I	-	36.11	-	-
DFA Inflation-Protected Securities I	-	15.07	-	-

Top Bond Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Stable Value Por	18.15M	1.14	2.36	1.95
WV The Hartford SMART529 The Hartfo	1.66M	1.95	2.04	1.90
WV The Hartford SMART529 The Harthe	539.6K	2.41	6.07	4.33
WV The Hartford SMART529 The Harthc	151.04K	1.99	5.02	3.30
WV The Hartford SMART529 The Hartfb	1.01K	2.14	5.25	3.51

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