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

US Funds

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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 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	1.360	1.370	0.010
Stocks	79.760	79.760	0.000
Bonds	18.890	18.890	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.260	17.460
Price to Book	2.690	2.810
Price to Sales	2.045	2.300
Price to Cash Flow	12.184	12.989
Dividend Yield	2.150	1.678
5 Years Earnings Growth	11.465	12.132

Sector Allocation

Name	Net %	Category Average
Technology	23.240	24.098
Financial Services	14.270	23.060
Healthcare	11.120	22.064
Industrials	9.960	5.863
Consumer Cyclical	9.630	7.003
Real Estate	9.500	2.986
Communication Services	6.940	5.418
Consumer Defensive	5.750	4.629
Energy	3.700	5.664
Basic Materials	3.460	2.507
Utilities	2.420	2.060

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	2.68B	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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	31.040	+0.590	+1.94%