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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 13 - 14 Years Portfolio (0P0000XD7H)

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WI Edvest 529 Plan Aggressive Age Band 13 to 14 Ye historical data, for real-time data please try another search

15.970 -0.510 -3.09%

29/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 126M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7H Overview

Find basic information about the Wi Edvest 529 Plan Aggressive Age-based Option Age Band 13 - 14 Years Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XD7H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0%

Prev. Close16.48

Risk Rating

TTM YieldN/A

ROE20.36%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA6.95%

Inception DateOct 26, 2012

Total Assets126M

ExpensesN/A

Min. InvestmentN/A

Market Cap55.14B

CategoryAge 13 - 14

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	969	986	1077	1200	1285	-
Fund Return	-3.09%	-1.42%	7.69%	6.26%	5.14%	-
Place in category	162	146	33	4	3	-
% in Category	81	75	25	5	5	-

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	519.37M	1.12	11.30	-

Top Funds for Age 13-14 Category

Name	Total Assets	YTD%	3Y%	10Y%
WI Tomorrows Scholar 529 Plan Voy13	138.42M	11.28	2.74	5.45
WV SMART529 Direct Age Based Portfo	35.58M	1.63	3.86	5.85
NY New Yorks 529 Advisor Guided Pra	26.15M	2.10	2.93	5.62
HI HI529 Hawaiis College Savings 11	7.16M	2.23	1.59	3.02
WI Tomorrows Scholar 529 Plan Voyaw	4.82M	11.49	2.96	5.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Equity Index Instl	-	34.64	-	-
TIAA-CREF Bond Index Institutional	-	31.01	-	-
TIAA-CREF International Eq Idx Instl	-	11.62	-	-
TIAA-CREF Inflation Link Bd Instl	-	8.85	-	-
TIAA-CREF High-Yield Inst	-	7.05	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	-	-	-
Technical Indicators	-	-	-
Summary	Neutral	Neutral	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	15.970	-0.510	-3.09%