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Wi Edvest 529 Plan Index-based Aggressive Portfolio (0P0000XD7M)

US Funds

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30.450 +0.700 +2.35%

31/08 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 634.49M

Type: Fund

Market: United States

Asset Class: Equity

General
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0P0000XD7M Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Aggressive Portfoli (0P0000XD7M) fund. Our WI Edvest 529 Plan Index-Based Aggressive Portfoli portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.230	1.240	0.010
Stocks	79.780	79.780	0.000
Bonds	18.920	18.920	0.000
Preferred	0.010	0.010	0.000
Other	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.584	18.108
Price to Book	2.630	2.795
Price to Sales	1.999	2.267
Price to Cash Flow	11.934	12.993
Dividend Yield	2.236	1.686
5 Years Earnings Growth	10.528	11.903

Sector Allocation

Name	Net %	Category Average
Technology	22.730	24.528
Financial Services	14.090	22.896
Healthcare	10.980	21.997
Industrials	10.260	5.906
Consumer Cyclical	9.730	7.057
Real Estate	9.210	3.280
Communication Services	7.220	5.249
Consumer Defensive	5.930	4.570
Energy	3.890	5.750
Basic Materials	3.530	2.514
Utilities	2.440	2.008

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 %
Nuveen Equity Index R6	-	51.51	-	-
Nuveen International Eq Idx R6	-	18.89	-	-
Nuveen Bond Index R6	-	12.72	-	-
Vanguard Real Estate Index Institutional	-	5.51	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.77	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.77	-	-
Vanguard High-Yield Corporate Adm	-	2.83	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.61B	18.15	7.84	12.31
MI Education Savings Program US Equ	800.72M	18.10	7.80	12.26
WI Edvest 529 Plan Large Cap Stock	792.18M	19.45	9.27	12.84
OR Oregon College Savings Plan US E	524.84M	17.54	7.49	-
CA ScholarShare Passive Growth	385.44M	11.94	3.91	7.63

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.450	+0.700	+2.35%