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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 11 - 12 Years Portfolio (0P0000XD7G)

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WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye historical data, for real-time data please try another search

16.760 -0.770 -4.39%

29/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 116.23M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7G Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye (0P0000XD7G) fund. Our WI Edvest 529 Plan Aggressive Age Band 11 to 12 Ye portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.300	1.300
Stocks	62.460	62.460
Bonds	36.190	36.190
Convertible	0.210	0.210
Preferred	0.020	0.020

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.935	18.344
Price to Book	2.404	2.651
Price to Sales	1.793	1.953
Price to Cash Flow	8.629	11.341
Dividend Yield	2.348	2.087
5 Years Earnings Growth	9.001	11.114

Sector Allocation

Name	Net %	Category Average
Financial Services	15.670	15.304
Technology	14.720	20.750
Healthcare	11.970	11.544
Real Estate	11.310	6.630
Industrials	10.320	10.813
Consumer Cyclical	9.460	10.714
Communication Services	8.200	8.031
Consumer Defensive	7.460	6.266
Energy	4.220	3.673
Basic Materials	3.530	3.549
Utilities	3.140	2.730

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	-	40.81	-	-
TIAA-CREF Bond Index Institutional	-	25.31	-	-
TIAA-CREF International Eq Idx Instl	-	14.28	-	-
TIAA-CREF Inflation Link Bd Instl	-	6.03	-	-
TIAA-CREF High-Yield Inst	-	5.61	-	-
TIAA-CREF Real Estate Sec Instl	-	4.74	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	3.22	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.86B	27.62	10.50	12.84
MI Education Savings Program US Equ	872.26M	27.56	10.46	12.79
WI Edvest 529 Plan Large Cap Stock	845.32M	27.93	11.32	13.21
WI Edvest 529 Plan Based Aggressive	656.19M	16.95	6.03	8.55
OR Oregon College Savings Plan US E	540.66M	26.85	10.12	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	16.760	-0.770	-4.39%