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Wi Edvest 529 Plan Aggressive Age-based Option Age Band 17 Years Portfolio (0P0000XD7K)

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WI Edvest 529 Plan Aggressive Age Band 17 Years Po historical data, for real-time data please try another search

14.660 -0.330 -2.20%

29/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 42.95M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7K Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Aggressive Age Band 17 Years Po (0P0000XD7K) fund. Our WI Edvest 529 Plan Aggressive Age Band 17 Years Po 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	3.340	3.340	0.000
Stocks	37.960	38.100	0.140
Bonds	58.600	58.620	0.020
Convertible	0.280	0.280	0.000
Preferred	0.060	0.060	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.956	17.346
Price to Book	2.412	2.519
Price to Sales	1.801	1.739
Price to Cash Flow	8.629	10.107
Dividend Yield	2.341	2.370
5 Years Earnings Growth	9.166	9.848

Sector Allocation

Name	Net %	Category Average
Financial Services	15.630	14.713
Technology	14.750	20.970
Healthcare	11.930	11.853
Real Estate	11.440	7.523
Industrials	10.250	10.560
Consumer Cyclical	9.440	10.185
Communication Services	8.260	7.768
Consumer Defensive	7.410	6.563
Energy	4.270	3.720
Basic Materials	3.500	3.288
Utilities	3.120	2.855

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Bond Index Institutional	-	31.42	-	-
TIAA-CREF Equity Index Instl	-	24.97	-	-
TIAA-CREF High-Yield Inst	-	9.42	-	-
TIAA-CREF Inflation Link Bd Instl	-	9.01	-	-
TIAA-CREF International Eq Idx Instl	-	8.43	-	-
T. Rowe Price Instl Floating Rate	-	6.14	-	-
Templeton Global Bond Adv	-	5.63	-	-
TIAA-CREF Real Estate Sec Instl	-	2.94	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	2.03	-	-

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	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	14.660	-0.330	-2.20%