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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.060 -0.410 -1.35%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 373.43M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

General
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0P0000XD83 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Balanced Portfolio (0P0000XD83) fund. Our WI Edvest 529 Plan Balanced Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.970	0.970
Stocks	66.140	66.140
Bonds	33.040	33.040

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.558	17.790
Price to Book	3.775	2.947
Price to Sales	2.485	2.098
Price to Cash Flow	14.422	11.934
Dividend Yield	1.426	2.106
5 Years Earnings Growth	11.850	11.379

Sector Allocation

Name	Net %	Category Average
Technology	30.570	23.052
Financial Services	13.180	15.467
Healthcare	12.010	13.189
Consumer Cyclical	10.330	9.357
Industrials	8.810	10.644
Communication Services	8.240	7.000
Consumer Defensive	5.460	6.536
Energy	3.870	5.053
Real Estate	2.790	3.365
Utilities	2.380	2.924
Basic Materials	2.360	3.412

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Nuveen Equity Index R6	-	66.65	-	-
	Nuveen Bond Index R6	-	33.35	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	20.59	10.26	12.78
MI Education Savings Program US Equ	815.12M	20.53	10.21	12.73
WI Edvest 529 Plan Large Cap Stock	798M	21.97	11.79	13.24
WI Edvest 529 Plan Based Aggressive	631.64M	15.35	6.43	8.82
OR Oregon College Savings Plan US E	551.86M	18.98	7.25	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.060	-0.410	-1.35%
	Mutuafondo Corto .	138.19	+0.05	+0.04%