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Wi Edvest 529 Plan Index-based Moderate Portfolio (0P0000XD7O)

US Funds

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20.000 -0.600 -2.91%

30/04 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 121.97M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

General
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Technical
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0P0000XD7O Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Moderate Portfolio (0P0000XD7O) fund. Our WI Edvest 529 Plan Index-Based Moderate Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.830	1.850	0.020
Stocks	50.100	50.100	0.000
Bonds	48.300	48.300	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.983	16.855
Price to Book	2.687	2.429
Price to Sales	2.016	1.753
Price to Cash Flow	12.019	10.430
Dividend Yield	2.148	2.330
5 Years Earnings Growth	10.789	10.896

Sector Allocation

Name	Net %	Category Average
Technology	22.510	20.118
Financial Services	13.990	15.488
Healthcare	11.310	12.370
Consumer Cyclical	10.360	9.946
Industrials	10.310	11.021
Real Estate	9.220	5.546
Communication Services	6.880	6.842
Consumer Defensive	5.950	6.557
Energy	3.710	4.791
Basic Materials	3.600	4.169
Utilities	2.170	3.156

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 Bond Index Institutional	-	32.20	-	-
TIAA-CREF Equity Index Instl	-	32.11	-	-
TIAA-CREF International Eq Idx Instl	-	12.28	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	9.72	-	-
Vanguard High-Yield Corporate Adm	-	7.27	-	-
Vanguard Real Estate Index Institutional	-	3.43	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.99	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.29B	5.17	6.32	11.75
MI Education Savings Program US Equ	714.09M	5.15	6.29	11.71
WI Edvest 529 Plan Large Cap Stock	706.14M	5.99	7.94	12.27
WI Edvest 529 Plan Based Aggressive	578.55M	2.23	2.86	7.74
OR Oregon College Savings Plan US E	487.79M	4.66	6.00	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	20.000	-0.600	-2.91%