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Wi Edvest 529 Plan Active-based Moderate Portfolio (0P0000XD7T)

US Funds

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22.430 +0.430 +1.95%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 43.75M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7T Overview

Find basic information about the Wi Edvest 529 Plan Active-based Moderate Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XD7T MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change9.24%

Prev. Close22

Risk Rating

TTM YieldN/A

ROE25.24%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA10.68%

Inception DateOct 26, 2012

Total Assets43.75M

ExpensesN/A

Min. InvestmentN/A

Market Cap75.31B

CategoryStatic Allocation - - 30% to 50% Equity

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Wi Edvest 529 Plan Active-based Moderate Portfolio Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1092	981	1092	1079	1345	1817
Fund Return	9.24%	-1.87%	9.24%	2.57%	6.1%	6.15%
Place in category	22	79	22	12	5	5
% in Category	16	63	16	11	6	8

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.92B	23.71	7.97	12.49
MI Education Savings Program US Equ	880.97M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	855.02M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	652.49M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	557.25M	3.09	11.03	-

Top Funds for Static Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Mog	686.93M	2.10	3.57	5.95
OH CollegeAdvantage 529 Vanguard Mg	548.55M	1.81	3.49	5.83
CO CollegeInvest Direct 529 Moderat	470.74M	1.80	3.37	5.78
IA College Savings Iowa 529 Conserv	374.34M	1.53	2.40	4.82
MO MOST Missouris 529 Vanguard Cons	332.54M	1.49	2.55	4.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 1 I	-	31.43	-	-
TCW MetWest Total Return Bd Plan	-	27.55	-	-
DFA Large Cap International I	-	11.88	-	-
Nuveen Inflation Link Bd R6	-	10.09	-	-
Nuveen High Yield R6	-	7.61	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	22.430	+0.430	+1.95%