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Wv Smart529 Select Fixed Income Dfa Portfolio (0P0000O7MG)

US Funds

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15.220 -0.190 -1.23%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 17.28M

Type: Fund

Market: United States

Issuer: Hartford Life Insurance Company

Asset Class: Bond

General
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0P0000O7MG Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Select Fixed Income DFA Portfolio (0P0000O7MG) fund. Our WV SMART529 Select Fixed Income DFA Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	31.560	31.560
Bonds	68.420	68.420
Convertible	0.020	0.020

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Government	47.460	21.590
Corporate	24.777	43.437
Cash	14.389	14.366
Derivative	12.398	5.707
Securitized	0.015	9.556

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
DFA Investment Grade I	-	48.53	-	-
DFA Five-Year Global Fixed-Income I	-	36.46	-	-
DFA Inflation-Protected Securities I	-	15.01	-	-

Top Bond Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Stable Value Por	17.36M	2.22	2.09	1.88
WV The Hartford SMART529 The Hartfo	1.88M	2.80	-1.91	1.89
WV The Hartford SMART529 The Harthe	572.04K	5.87	2.57	4.17
WV The Hartford SMART529 The Harthc	145.42K	5.00	1.57	3.14
WV The Hartford SMART529 The Hartfb	1.15K	5.18	1.75	3.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Selec.	15.220	-0.190	-1.23%