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Ks Schwab 529 College Savings Plan Moderately Aggressive Index (0P0000Z811)

US Funds

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27.020 +0.130 +0.48%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.04B

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0P0000Z811 Holdings

Comprehensive information about top holdings and Key Holding Information for the KS Schwab Moderately Aggressive Index (0P0000Z811) fund. Our KS Schwab Moderately Aggressive 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	5.430	5.430	0.000
Stocks	79.890	79.890	0.000
Bonds	14.650	14.670	0.020
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.822	17.306
Price to Book	2.656	2.635
Price to Sales	1.864	1.912
Price to Cash Flow	11.703	11.272
Dividend Yield	1.912	2.181
5 Years Earnings Growth	11.418	11.307

Sector Allocation

Name	Net %	Category Average
Technology	23.870	21.939
Financial Services	14.910	15.843
Healthcare	13.250	11.412
Industrials	11.410	11.186
Consumer Cyclical	10.170	10.584
Communication Services	6.640	6.799
Consumer Defensive	6.090	6.665
Energy	3.730	4.512
Basic Materials	3.700	3.960
Real Estate	3.360	3.999
Utilities	2.860	3.104

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	45.24	-	-
Schwab International Index	-	19.94	-	-
Schwab Small Cap Index	-	15.11	-	-
Vanguard Total Bond Market Idx InstlPls	-	14.79	-	-

Top Equity Funds by American Century Investment Management Inc

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	KS Schwab Moderate Index		812.16M	10.00	3.01	6.82
	KS Advisor Disciplined Growth A			10.24	10.16	12.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	KS Schwab Moderat.	27.020	+0.130	+0.48%