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Ks Schwab 529 College Savings Plan Moderate Index (0P0000Z812)

US Funds

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22.510 +0.090 +0.40%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 808.17M

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0P0000Z812 Holdings

Comprehensive information about top holdings and Key Holding Information for the KS Schwab Moderate Index (0P0000Z812) fund. Our KS Schwab Moderate Index 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	5.550	5.550	0.000
Stocks	60.130	60.130	0.000
Bonds	34.290	34.340	0.050
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.946	17.759
Price to Book	2.701	2.942
Price to Sales	1.899	2.093
Price to Cash Flow	11.855	11.905
Dividend Yield	1.914	2.116
5 Years Earnings Growth	11.420	11.335

Sector Allocation

Name	Net %	Category Average
Technology	24.240	23.072
Financial Services	14.840	15.468
Healthcare	13.120	13.146
Industrials	11.250	10.637
Consumer Cyclical	10.180	9.377
Communication Services	6.780	7.004
Consumer Defensive	6.150	6.535
Energy	3.700	5.035
Basic Materials	3.650	3.419
Real Estate	3.250	3.366
Utilities	2.860	2.940

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: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	35.28	-	-
Vanguard Total Bond Market Idx InstlPls	-	28.76	-	-
Schwab International Index	-	15.08	-	-
Schwab Small Cap Index	-	10.07	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.89	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderately Aggressive Ind		1.03B	12.54	4.47	8.36
	KS Advisor Disciplined Growth A			10.24	10.16	12.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	KS Schwab Moderat.	22.510	+0.090	+0.40%