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

US Funds

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42.880 -1.010 -2.30%

31/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 34.01M

Type: Fund

Market: United States

Issuer: Talcott Resolution Ins Co.

Asset Class: Equity

General
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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	0.840	1.240	0.400
Stocks	60.610	60.610	0.000
Bonds	30.460	30.480	0.020
Other	8.090	8.090	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.216	16.799
Price to Book	2.700	2.289
Price to Sales	1.973	1.646
Price to Cash Flow	11.711	9.379
Dividend Yield	2.009	2.471
5 Years Earnings Growth	10.670	9.904

Sector Allocation

Name	Net %	Category Average
Technology	24.930	20.132
Financial Services	16.910	15.796
Consumer Cyclical	10.830	10.520
Industrials	10.650	10.742
Healthcare	10.320	11.077
Communication Services	7.890	7.226
Consumer Defensive	5.740	6.393
Energy	3.830	4.172
Basic Materials	3.470	3.435
Real Estate	2.820	7.673
Utilities	2.600	2.831

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	-	41.23	-	-
Vanguard Total Bond Market II Idx I	-	20.97	-	-
Vanguard Total Intl Stock Index I	-	20.05	-	-
Vanguard Inflation-Protected Secs I	-	9.70	-	-
WV SMART529 The Hartford Stable Val A	-	8.05	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	70.04M	0.84	2.63	2.95
WV SMART529 Direct Age Based 0 8	25.61M	-0.72	5.97	8.35
WV The Hartford SMART529 Balanced C	1.77M	-1.11	3.37	6.38
WV The Hartford SMART529 Balanced B	4.27K	-1.09	3.55	6.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	42.880	-1.010	-2.30%
	FINISTERRAE FI EM.	5.287	+0.074	+1.43%