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Wi Edvest 529 Plan Index-based Aggressive Portfolio (0P0000XD7M)

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31.040 +0.590 +1.94%

30/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 644.29M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7M Overview

Find basic information about the Wi Edvest 529 Plan Index-based Aggressive 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 0P0000XD7M MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change31.03%

Prev. Close30.45

Risk Rating

TTM YieldN/A

ROE25.52%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA10.91%

Inception DateOct 26, 2012

Total Assets644.29M

ExpensesN/A

Min. InvestmentN/A

Market Cap118.45B

CategoryStatic Allocation - - 85%+ Equity

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Wi Edvest 529 Plan Index-based Aggressive 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	1153	1068	1277	1205	1627	2329
Fund Return	15.35%	6.78%	27.74%	6.43%	10.22%	8.82%
Place in category	33	9	33	23	28	15
% in Category	60	15	59	54	75	55

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.68B	20.59	10.26	12.78
MI Education Savings Program US Equ	818.27M	20.53	10.21	12.73
WI Edvest 529 Plan Large Cap Stock	807.3M	21.97	11.79	13.24
OR Oregon College Savings Plan US E	522.9M	19.90	9.89	-
CA ScholarShare Passive Growth	391.46M	14.02	5.68	8.10

Top Funds for Static Allocation--85%+ Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	367.32M	16.58	8.09	10.10
AK John Hancock Freedom 529 Futurea	217.22M	21.55	6.59	13.29
SC Future Scholar Advisor 529 Aggre	14.91M	16.25	7.71	9.76
AK John Hancock Freedom 529 Future2	13.62M	20.84	5.78	12.43
ME NextGen College Franklin MutualC		19.16	7.63	5.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nuveen Equity Index R6	-	50.93	-	-
Nuveen International Eq Idx R6	-	19.23	-	-
Nuveen Bond Index R6	-	12.71	-	-
Vanguard Real Estate Index Institutional	-	5.73	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.88	-	-

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.	31.040	+0.590	+1.94%