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

US Funds

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28.620 +1.110 +4.03%

31/05 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 602.54M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7M Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Aggressive Portfoli (0P0000XD7M) fund. Our WI Edvest 529 Plan Index-Based Aggressive Portfoli portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.530	1.540	0.010
Stocks	79.760	79.760	0.000
Bonds	18.780	18.780	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.021	17.170
Price to Book	2.697	2.638
Price to Sales	2.022	2.128
Price to Cash Flow	12.050	12.270
Dividend Yield	2.139	1.743
5 Years Earnings Growth	10.801	12.026

Sector Allocation

Name	Net %	Category Average
Technology	22.590	23.192
Financial Services	13.960	23.017
Healthcare	11.320	22.064
Consumer Cyclical	10.360	7.332
Industrials	10.290	6.248
Real Estate	9.180	3.271
Communication Services	6.900	5.600
Consumer Defensive	5.940	4.666
Energy	3.710	6.008
Basic Materials	3.580	2.543
Utilities	2.170	1.904

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
TIAA-CREF Equity Index Instl	-	51.51	-	-
TIAA-CREF International Eq Idx Instl	-	19.28	-	-
TIAA-CREF Bond Index Institutional	-	12.67	-	-
Vanguard Real Estate Index Institutional	-	5.43	-	-
TIAA-CREF Emerging Markets Eq Idx Instl	-	4.66	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.68	-	-
Vanguard High-Yield Corporate Adm	-	2.77	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.41B	10.12	7.81	12.03
MI Education Savings Program US Equ	751.52M	10.11	7.77	11.99
WI Edvest 529 Plan Large Cap Stock	743.51M	11.25	9.45	12.55
OR Oregon College Savings Plan US E	500.92M	9.60	7.48	-
CA ScholarShare Passive Growth	363.15M	5.44	3.25	7.26

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	28.620	+1.110	+4.03%