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

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15.170 +0.040    +0.26%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 114.97M
Type:  Fund
Market:  United States
Issuer:  TIAA Tuition Financing, Inc.
Asset Class:  Equity
OR Oregon College Savings Plan Balanced Index Port 15.170 +0.040 +0.26%

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 1.180 1.190 0.010
Stocks 59.410 59.410 0.000
Bonds 39.370 39.420 0.050
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.627 17.759
Price to Book 2.491 2.942
Price to Sales 1.804 2.093
Price to Cash Flow 11.298 11.905
Dividend Yield 2.192 2.116
5 Years Earnings Growth 11.271 11.335

Sector Allocation

Name  Net % Category Average
Technology 24.810 23.072
Financial Services 15.390 15.468
Industrials 11.240 10.637
Healthcare 10.820 13.146
Consumer Cyclical 10.440 9.377
Communication Services 7.370 7.004
Consumer Defensive 5.910 6.535
Energy 4.460 5.035
Basic Materials 4.230 3.419
Real Estate 2.770 3.366
Utilities 2.560 2.940

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 - 39.78 - -
Vanguard Total Stock Mkt Idx Instl Pls - 36.51 - -
Vanguard Total Intl Stock Idx InstlPls - 23.70 - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.67B 19.66 7.60 12.38
  MI Education Savings Program US Equ 815.12M 19.62 7.56 12.34
  WI Edvest 529 Plan Large Cap Stock 798M 20.85 8.97 12.86
  WI Edvest 529 Plan Based Aggressive 631.64M 12.82 4.10 8.35
  OR Oregon College Savings Plan US E 542.41M 18.98 7.25 -
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