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

US Funds

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31.470 +1.110 +3.66%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 656.19M

Type: Fund

Market: United States

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

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Name	Net %	Long %	Short %
Cash	1.440	1.490	0.050
Stocks	79.610	79.610	0.000
Bonds	18.970	18.970	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.370	17.682
Price to Book	2.730	2.940
Price to Sales	2.076	2.353
Price to Cash Flow	12.293	12.953
Dividend Yield	2.137	1.630
5 Years Earnings Growth	11.466	12.355

Sector Allocation

Name	Net %	Category Average
Technology	23.090	24.551
Financial Services	14.420	22.121
Healthcare	11.450	20.810
Industrials	9.900	6.625
Real Estate	9.470	2.478
Consumer Cyclical	9.410	7.532
Communication Services	6.960	6.101
Consumer Defensive	5.880	4.560
Energy	3.560	5.003
Basic Materials	3.400	2.439
Utilities	2.470	1.967

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 %
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	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.72	-	-
Vanguard High-Yield Corporate Adm	-	2.81	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.86B	27.62	10.50	12.84
MI Education Savings Program US Equ	872.26M	27.56	10.46	12.79
WI Edvest 529 Plan Large Cap Stock	845.32M	27.93	11.32	13.21
OR Oregon College Savings Plan US E	545.39M	26.85	10.12	-
CA ScholarShare Passive Growth	396.62M	15.23	5.28	7.85

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	31.470	+1.110	+3.66%