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

US Funds

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30.560 -0.910 -2.89%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 637.83M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

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

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Name	Net %	Long %	Short %
Cash	1.550	1.590	0.040
Stocks	79.620	79.620	0.000
Bonds	18.850	18.850	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.414	17.931
Price to Book	2.709	2.937
Price to Sales	2.069	2.377
Price to Cash Flow	12.283	12.845
Dividend Yield	2.180	1.612
5 Years Earnings Growth	9.915	11.181

Sector Allocation

Name	Net %	Category Average
Technology	23.250	24.224
Financial Services	15.210	22.041
Healthcare	10.190	20.964
Industrials	10.170	6.658
Consumer Cyclical	10.060	7.815
Real Estate	9.010	2.375
Communication Services	7.350	6.384
Consumer Defensive	5.620	4.479
Energy	3.420	4.893
Basic Materials	3.210	2.294
Utilities	2.500	1.965

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	-	52.05	-	-
Nuveen International Eq Idx R6	-	18.75	-	-
Nuveen Bond Index R6	-	12.69	-	-
Vanguard Real Estate Index Institutional	-	5.34	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.56	-	-
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	2.8B	23.71	7.97	12.49
MI Education Savings Program US Equ	850.72M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	829.78M	24.85	8.82	12.96
OR Oregon College Savings Plan US E	553.77M	23.00	7.66	-
CA ScholarShare Passive Growth	386.22M	12.17	3.31	7.64

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.560	-0.910	-2.89%