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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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28.120 +1.010 +3.73%

31/05 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 362.81M

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0P0000XD83 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Balanced Portfolio (0P0000XD83) fund. Our WI Edvest 529 Plan Balanced Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %
Cash	1.280	1.280
Stocks	66.900	66.900
Bonds	32.190	32.190

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.389	17.235
Price to Book	3.752	2.793
Price to Sales	2.419	1.955
Price to Cash Flow	14.228	11.378
Dividend Yield	1.422	2.205
5 Years Earnings Growth	11.932	11.148

Sector Allocation

Name	Net %	Category Average
Technology	29.370	21.589
Financial Services	12.990	15.328
Healthcare	12.570	13.676
Consumer Cyclical	10.810	9.541
Industrials	9.310	10.987
Communication Services	8.270	6.858
Consumer Defensive	5.580	6.918
Energy	3.840	5.484
Real Estate	2.820	3.333
Basic Materials	2.360	3.521
Utilities	2.080	2.763

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	TIAA-CREF Equity Index Instl	-	67.54	-	-
	TIAA-CREF Bond Index Institutional	-	32.46	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.41B	10.12	7.81	12.03
MI Education Savings Program US Equ	751.52M	10.11	7.77	11.99
WI Edvest 529 Plan Large Cap Stock	743.51M	11.25	9.45	12.55
WI Edvest 529 Plan Based Aggressive	602.54M	6.35	3.83	7.96
OR Oregon College Savings Plan US E	501.28M	9.60	7.48	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	28.120	+1.010	+3.73%