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

US Funds

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30.560 -0.910 -2.89%

31/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 637.83M

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	1.530	1.570	0.040
Stocks	79.620	79.620	0.000
Bonds	18.880	18.880	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.389	17.912
Price to Book	2.710	2.934
Price to Sales	2.069	2.374
Price to Cash Flow	12.268	12.831
Dividend Yield	2.181	1.615
5 Years Earnings Growth	9.939	11.180

Sector Allocation

Name	Net %	Category Average
Technology	23.250	24.155
Financial Services	15.210	22.056
Healthcare	10.190	20.987
Industrials	10.170	6.698
Consumer Cyclical	10.060	7.785
Real Estate	9.010	2.381
Communication Services	7.350	6.357
Consumer Defensive	5.620	4.490
Energy	3.420	4.917
Basic Materials	3.210	2.313
Utilities	2.500	1.977

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	-	52.05	-	-
Nuveen International Eq Idx R6	-	18.75	-	-
Nuveen Bond Index R6	-	12.69	-	-
Vanguard Real Estate Index Institutional	-	5.34	-	-
Nuveen Emerging Markets Eq Idx R6	-	4.56	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	3.77	-	-
Vanguard High-Yield Corporate Adm	-	2.83	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.8B	23.71	7.97	12.49
MI Education Savings Program US Equ	850.72M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	829.78M	24.85	8.82	12.96
OR Oregon College Savings Plan US E	557.07M	23.00	7.66	-
CA ScholarShare Passive Growth	386.22M	12.17	3.31	7.64

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.560	-0.910	-2.89%