Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Wi Tomorrow's Scholar 529 Plan Voya 529 Age 15 Option W (0P0000X9AE)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
19.380 +0.030    +0.16%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.33M
Type:  Fund
Market:  United States
Issuer:  TIAA Tuition Financing, Inc.
Asset Class:  Equity
WI Tomorrow’s Scholar 529 Plan Voya 529 Age 15 Opt 19.380 +0.030 +0.16%

0P0000X9AE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WI Tomorrow’s Scholar 529 Plan Voya 529 Age 15 Opt (0P0000X9AE) fund. Our WI Tomorrow’s Scholar 529 Plan Voya 529 Age 15 Opt portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Stocks 32.620 32.640 0.020
Bonds 79.870 84.380 4.510
Convertible 0.020 0.020 0.000
Preferred 0.080 0.080 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.132 16.736
Price to Book 3.470 2.257
Price to Sales 2.452 1.667
Price to Cash Flow 13.956 9.057
Dividend Yield 1.591 2.736
5 Years Earnings Growth 11.578 9.892

Sector Allocation

Name  Net % Category Average
Technology 28.840 19.608
Healthcare 13.710 11.978
Financial Services 13.020 14.769
Consumer Cyclical 9.770 9.765
Industrials 9.450 9.981
Communication Services 7.470 7.619
Consumer Defensive 5.910 6.760
Energy 3.740 3.864
Utilities 3.220 3.064
Basic Materials 2.900 3.330
Real Estate 1.970 9.262

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name ISIN Weight % Last Change %
Voya Intermediate Bond I - 32.90 - -
Voya US Stock Index Port I - 15.56 - -
Voya Limited Maturity Bond Port I - 14.62 - -
VY® BrandywineGLOBAL-Bond Port - 5.05 - -
VY® T. Rowe Price Capital Apprec I - 5.04 - -
VY® BlackRock Inflation Protected Bd I - 4.92 - -
Voya High Yield Port I - 4.91 - -
Voya Large-Cap Growth I - 4.09 - -
Voya Large Cap Value I - 3.97 - -
Voya Global Bond I - 2.98 - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.67B 19.66 7.60 12.38
  MI Education Savings Program US Equ 815.12M 19.62 7.56 12.34
  WI Edvest 529 Plan Large Cap Stock 798M 20.85 8.97 12.86
  WI Edvest 529 Plan Based Aggressive 631.64M 12.82 4.10 8.35
  OR Oregon College Savings Plan US E 546.27M 18.98 7.25 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X9AE Comments

Write your thoughts about Wi Tomorrow's Scholar 529 Plan Voya 529 Age 15 Option W
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email