Breaking News
Get 45% Off 0
📈 Time to buy the dip? See Tech-focused stock picks
Unlock AI Picks
Close

Wi Tomorrow's Scholar 529 Plan Voya 529 Age 13-14 Option A (0P0000X977)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
20.610 +0.090    +0.44%
17/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 137.58M
WI Tomorrow’s Scholar 529 Plan Voya 529 Age 13-14 20.610 +0.090 +0.44%

0P0000X977 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WI Tomorrow’s Scholar 529 Plan Voya 529 Age 13-14 (0P0000X977) fund. Our WI Tomorrow’s Scholar 529 Plan Voya 529 Age 13-14 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Stocks 41.450 41.470 0.020
Bonds 70.960 75.100 4.140
Convertible 0.020 0.020 0.000
Preferred 0.050 0.050 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.145 16.120
Price to Book 3.034 2.179
Price to Sales 2.206 1.605
Price to Cash Flow 12.780 8.786
Dividend Yield 1.778 2.665
5 Years Earnings Growth 12.022 9.948

Sector Allocation

Name  Net % Category Average
Technology 29.220 19.576
Financial Services 13.200 15.663
Healthcare 12.180 11.450
Consumer Cyclical 10.230 10.538
Industrials 9.790 10.456
Communication Services 7.640 7.000
Consumer Defensive 5.650 6.720
Energy 4.100 4.253
Utilities 3.150 3.093
Basic Materials 2.890 3.594
Real Estate 1.940 7.658

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name ISIN Weight % Last Change %
Voya Intermediate Bond I - 31.26 - -
Voya US Stock Index Port I - 16.80 - -
Voya Limited Maturity Bond Port I - 9.07 - -
VY® BrandywineGLOBAL-Bond Port - 5.05 - -
VY® BlackRock Inflation Protected Bd I - 5.04 - -
Voya Large Cap Value I - 4.99 - -
VY® T. Rowe Price Capital Apprec I - 4.97 - -
Voya Large-Cap Growth I - 4.93 - -
Voya International Index Port I - 3.96 - -
Voya Global Bond I - 3.03 - -

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.86B 3.14 11.31 13.16
  MI Education Savings Program US Equ 865.69M 3.15 11.27 13.11
  WI Edvest 529 Plan Large Cap Stock 840.79M 2.78 11.78 13.62
  WI Edvest 529 Plan Based Aggressive 653.32M 2.88 6.43 8.75
  OR Oregon College Savings Plan US E 505.54M 1.12 11.30 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X977 Comments

Write your thoughts about Wi Tomorrow's Scholar 529 Plan Voya 529 Age 13-14 Option A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email