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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 10-11 (0P0000O6IX)

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42.540 -0.830 -1.91%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 32.11M

Type: Fund

Market: United States

Issuer: Talcott Resolution Ins Co.

Asset Class: Equity

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0P0000O6IX Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 9-13 (0P0000O6IX) fund. Our WV SMART529 Direct Age-Based Portfolio 9-13 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	0.490	1.000	0.510
Stocks	62.340	62.340	0.000
Bonds	29.310	29.340	0.030
Other	7.860	7.860	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.753	16.689
Price to Book	2.707	2.309
Price to Sales	1.944	1.641
Price to Cash Flow	11.897	9.575
Dividend Yield	1.985	2.458
5 Years Earnings Growth	11.574	10.311

Sector Allocation

Name	Net %	Category Average
Technology	25.130	20.328
Financial Services	15.380	14.945
Healthcare	11.090	11.452
Industrials	10.870	10.839
Consumer Cyclical	10.640	10.332
Communication Services	7.390	6.987
Consumer Defensive	5.920	6.498
Energy	3.910	4.191
Basic Materials	3.890	3.708
Real Estate	3.030	7.819
Utilities	2.760	2.903

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	42.79	-	-
Vanguard Total Bond Market II Idx I	-	20.07	-	-
Vanguard Total Intl Stock Index I	-	20.03	-	-
Vanguard Inflation-Protected Secs I	-	9.28	-	-
WV SMART529 The Hartford Stable Val A	-	7.83	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	68.1M	3.88	1.93	2.94
WV SMART529 Direct Age Based 0 8	24.95M	13.42	4.32	8.61
WV The Hartford SMART529 Balanced C	1.85M	10.39	2.62	6.75
WV The Hartford SMART529 Balanced B	12.35K	10.57	2.82	6.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	42.540	-0.830	-1.91%