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Ks Schwab 529 College Savings Plan Moderately Aggressive Index (0P0000Z811)

US Funds

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24.300 -1.150 -4.52%

04/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.03B

Type: Fund

Market: United States

Asset Class: Equity

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0P0000Z811 Holdings

Comprehensive information about top holdings and Key Holding Information for the KS Schwab Moderately Aggressive Index (0P0000Z811) fund. Our KS Schwab Moderately Aggressive Index 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	5.560	5.560	0.000
Stocks	79.090	79.090	0.000
Bonds	15.290	15.300	0.010
Other	0.060	0.060	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.372	17.505
Price to Book	2.652	2.553
Price to Sales	1.899	1.890
Price to Cash Flow	11.701	11.025
Dividend Yield	1.936	2.239
5 Years Earnings Growth	10.476	10.382

Sector Allocation

Name	Net %	Category Average
Technology	23.320	21.668
Financial Services	16.770	17.385
Healthcare	12.320	10.688
Industrials	11.490	10.737
Consumer Cyclical	10.240	10.632
Communication Services	7.120	6.917
Consumer Defensive	6.090	6.682
Energy	3.620	4.564
Basic Materials	3.220	3.702
Real Estate	3.080	3.994
Utilities	2.730	3.025

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	44.48	-	-
Schwab International Index	-	20.53	-	-
Vanguard Total Bond Market Idx InstlPls	-	15.39	-	-
Schwab Small Cap Index	-	14.49	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderate Index		817.06M	2.47	5.71	6.80
	KS Advisor Disciplined Growth A			27.95	7.93	12.57

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