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Wi Edvest 529 Plan Active-based Moderate Portfolio (0P0000XD7T)

US Funds

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21.960 -0.460 -2.05%

31/10 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 42.86M

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0P0000XD7T Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Active-Based Moderate Portfolio (0P0000XD7T) fund. Our WI Edvest 529 Plan Active-Based Moderate Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	49.950	49.950	0.000
Bonds	51.180	51.190	0.010
Convertible	0.030	0.030	0.000
Preferred	0.080	0.080	0.000
Other	1.160	1.160	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.798	17.155
Price to Book	2.447	2.522
Price to Sales	1.647	1.864
Price to Cash Flow	10.721	11.049
Dividend Yield	2.236	2.219
5 Years Earnings Growth	10.566	11.143

Sector Allocation

Name	Net %	Category Average
Technology	20.400	21.097
Financial Services	15.400	15.373
Industrials	12.100	11.055
Consumer Cyclical	9.950	9.702
Healthcare	9.680	11.858
Real Estate	7.790	5.669
Communication Services	6.440	7.174
Consumer Defensive	5.990	6.292
Energy	5.450	4.379
Basic Materials	4.460	4.055
Utilities	2.350	3.352

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 1 I	-	31.65	-	-
TCW MetWest Total Return Bd Plan	-	27.13	-	-
DFA Large Cap International I	-	12.08	-	-
Nuveen Inflation Link Bd R6	-	10.05	-	-
Nuveen High Yield R6	-	7.53	-	-
T. Rowe Price Instl Floating Rate	-	4.94	-	-
Nuveen Real Estate Sec Sel R6	-	3.55	-	-
DFA Emerging Markets Core Equity I	-	3.07	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	19.66	7.60	12.38
MI Education Savings Program US Equ	815.12M	19.62	7.56	12.34
WI Edvest 529 Plan Large Cap Stock	798M	20.85	8.97	12.86
WI Edvest 529 Plan Based Aggressive	631.64M	12.82	4.10	8.35
OR Oregon College Savings Plan US E	546.27M	18.98	7.25	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	21.960	-0.460	-2.05%