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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.060 -0.410 -1.35%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 373.43M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD83 Overview

Find basic information about the Wi Edvest 529 Plan Balanced 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 0P0000XD83 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change27.91%

Prev. Close30.47

Risk Rating

TTM YieldN/A

ROE30.52%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA13.80%

Inception DateOct 26, 2012

Total Assets373.43M

ExpensesN/A

Min. InvestmentN/A

Market Cap197.71B

CategoryStatic Allocation - - 50% to 70% Equity

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Wi Edvest 529 Plan Balanced Portfolio Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

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	1150	1058	1267	1197	1611	2355
Fund Return	14.98%	5.84%	26.69%	6.17%	10.01%	8.94%
Place in category	7	99	6	9	1	1
% in Category	2	51	3	4	1	1

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	20.59	10.26	12.78
MI Education Savings Program US Equ	815.12M	20.53	10.21	12.73
WI Edvest 529 Plan Large Cap Stock	798M	21.97	11.79	13.24
WI Edvest 529 Plan Based Aggressive	631.64M	15.35	6.43	8.82
OR Oregon College Savings Plan US E	549.55M	18.98	7.25	-

Top Funds for Static Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	12.26	4.14	8.22
VA CollegeAmerica 529 American Bala	4.44B	13.27	5.19	8.10
KS Schwab Moderate Index	812.89M	10.00	3.01	6.82
VA CollegeAmerica 529 American Balc	755.07M	12.56	4.39	7.28
IA College Savings Iowa 529 Moderap	675.01M	9.75	2.36	6.42

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Nuveen Equity Index R6	-	66.65	-	-
	Nuveen Bond Index R6	-	33.35	-	-

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.	30.060	-0.410	-1.35%