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

US Funds

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31.490 +0.050 +0.16%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 653.32M

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	1.550	1.590	0.040
Stocks	79.620	79.620	0.000
Bonds	18.850	18.850	0.000
Preferred	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.414	18.234
Price to Book	2.709	2.955
Price to Sales	2.069	2.391
Price to Cash Flow	12.283	12.959
Dividend Yield	2.180	1.592
5 Years Earnings Growth	9.915	10.991

Sector Allocation

Name	Net %	Category Average
Technology	23.250	23.632
Financial Services	15.210	22.127
Healthcare	10.190	20.699
Industrials	10.170	6.601
Consumer Cyclical	10.060	8.395
Real Estate	9.010	2.330
Communication Services	7.350	6.710
Consumer Defensive	5.620	4.478
Energy	3.420	4.878
Basic Materials	3.210	2.283
Utilities	2.500	1.458

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	2.86B	1.16	11.53	12.31
MI Education Savings Program US Equ	865.69M	1.17	11.49	12.26
WI Edvest 529 Plan Large Cap Stock	840.79M	1.44	12.43	12.84
OR Oregon College Savings Plan US E	517.52M	1.12	11.30	-
CA ScholarShare Passive Growth	401.13M	3.00	6.62	7.63

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