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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 9 - 10 Years Portfolio (0P0000XD7F)

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WI Edvest 529 Plan Aggressive Age Band 9 to 10 Yea historical data, for real-time data please try another search

17.650 -1.010 -5.41%

29/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 96.83M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7F Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 9 to 10 Yea (0P0000XD7F) fund. Our WI Edvest 529 Plan Aggressive Age Band 9 to 10 Yea portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.210	1.210
Stocks	71.760	71.760
Bonds	26.990	26.990
Convertible	0.150	0.150
Preferred	0.010	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.953	16.828
Price to Book	2.407	2.308
Price to Sales	1.793	1.664
Price to Cash Flow	8.649	9.633
Dividend Yield	2.346	2.439
5 Years Earnings Growth	9.002	9.714

Sector Allocation

Name	Net %	Category Average
Financial Services	15.650	15.418
Technology	14.710	20.850
Healthcare	12.010	10.859
Real Estate	11.290	7.659
Industrials	10.350	10.673
Consumer Cyclical	9.460	10.698
Communication Services	8.180	7.163
Consumer Defensive	7.470	6.354
Energy	4.200	4.129
Basic Materials	3.520	3.375
Utilities	3.140	2.825

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Equity Index Instl	-	47.01	-	-
TIAA-CREF Bond Index Institutional	-	17.85	-	-
TIAA-CREF International Eq Idx Instl	-	16.59	-	-
TIAA-CREF Inflation Link Bd Instl	-	5.68	-	-
TIAA-CREF Real Estate Sec Instl	-	5.43	-	-
TIAA-CREF High-Yield Inst	-	4.02	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	3.42	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.92B	3.14	11.31	13.16
MI Education Savings Program US Equ	880.97M	3.15	11.27	13.11
WI Edvest 529 Plan Large Cap Stock	855.02M	2.78	11.78	13.62
WI Edvest 529 Plan Based Aggressive	652.49M	2.88	6.43	8.75
OR Oregon College Savings Plan US E	556.72M	3.09	11.03	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	17.650	-1.010	-5.41%