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Or Oregon College Savings Plan Balanced Index Portfolio (0P0000O7QL)

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14.470 -0.000    0.00%
13/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 113.87M
Type:  Fund
Market:  United States
Asset Class:  Equity
OR Oregon College Savings Plan Balanced Index Port 14.470 -0.000 0.00%

0P0000O7QL Holdings

 
Comprehensive information about top holdings and Key Holding Information for the OR Oregon College Savings Plan Balanced Index Port (0P0000O7QL) fund. Our OR Oregon College Savings Plan Balanced Index Port 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 1.310 1.320 0.010
Stocks 59.690 59.690 0.000
Bonds 38.970 39.000 0.030
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.006 17.178
Price to Book 2.300 2.786
Price to Sales 1.565 1.948
Price to Cash Flow 10.031 11.329
Dividend Yield 2.313 2.211
5 Years Earnings Growth 10.614 11.132

Sector Allocation

Name  Net % Category Average
Technology 22.330 21.598
Financial Services 15.530 15.325
Industrials 11.670 10.985
Healthcare 11.230 13.682
Consumer Cyclical 11.050 9.555
Communication Services 6.810 6.846
Consumer Defensive 6.360 6.916
Basic Materials 4.680 3.526
Energy 4.560 5.472
Real Estate 3.170 3.339
Utilities 2.610 2.756

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name ISIN Weight % Last Change %
Vanguard Total Bond Market Idx InstlPls - 39.59 - -
Vanguard Total Stock Mkt Idx Instl Pls - 36.19 - -
Vanguard Total Intl Stock Idx InstlPls - 24.23 - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.41B 10.12 7.81 12.03
  MI Education Savings Program US Equ 751.52M 10.11 7.77 11.99
  WI Edvest 529 Plan Large Cap Stock 743.51M 11.25 9.45 12.55
  WI Edvest 529 Plan Based Aggressive 602.54M 6.35 3.83 7.96
  OR Oregon College Savings Plan US E 498.23M 9.60 7.48 -
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