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Wv Smart529 Select Fixed Income Dfa Portfolio (0P0000O7MG)

US Funds

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15.690 +0.160 +1.03%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 17.9M

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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	30.040	30.040
Bonds	69.940	69.940
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	45.653	24.418
Corporate	26.115	39.659
Cash	14.490	15.757
Derivative	12.373	5.237

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	-	48.74	-	-
DFA Five-Year Global Fixed-Income I	-	36.25	-	-
DFA Inflation-Protected Securities I	-	15.01	-	-

Top Bond Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Stable Value Por	18.44M	1.43	2.42	1.96
WV The Hartford SMART529 The Hartfo	1.53M	3.58	3.49	2.21
WV The Hartford SMART529 The Harthe	563.03K	4.72	9.44	4.72
WV The Hartford SMART529 The Harthc	148.99K	4.21	8.35	3.69
WV The Hartford SMART529 The Hartfb	1.04K	4.32	8.56	3.89

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Recent Quotes

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