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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 10-11 (0P0000O6IX)

US Funds

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43.790 +0.950 +2.22%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 33.89M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000O6IX Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 9-13 (0P0000O6IX) fund. Our WV SMART529 Direct Age-Based Portfolio 9-13 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	0.540	1.240	0.700
Stocks	60.910	60.910	0.000
Bonds	30.420	30.450	0.030
Other	8.140	8.140	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.841	16.828
Price to Book	2.696	2.308
Price to Sales	1.950	1.664
Price to Cash Flow	11.962	9.633
Dividend Yield	2.005	2.439
5 Years Earnings Growth	10.341	9.714

Sector Allocation

Name	Net %	Category Average
Technology	26.220	20.850
Financial Services	16.100	15.418
Consumer Cyclical	11.250	10.698
Industrials	10.610	10.673
Healthcare	9.880	10.859
Communication Services	7.780	7.163
Consumer Defensive	5.570	6.354
Energy	3.800	4.129
Basic Materials	3.430	3.375
Real Estate	2.770	7.659
Utilities	2.600	2.825

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	41.86	-	-
Vanguard Total Bond Market II Idx I	-	20.71	-	-
Vanguard Total Intl Stock Index I	-	19.76	-	-
Vanguard Inflation-Protected Secs I	-	9.57	-	-
WV SMART529 The Hartford Stable Val A	-	8.10	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	67.63M	0.70	2.43	3.01
WV SMART529 Direct Age Based 0 8	26.65M	2.73	6.82	9.08
WV The Hartford SMART529 Balanced C	1.91M	2.43	4.22	7.08
WV The Hartford SMART529 Balanced B	4.27K	2.48	4.43	7.28

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	43.790	+0.950	+2.22%