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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 4-6 (0P0000O6M4)

US Funds

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55.120 -1.160 -2.06%

31/10 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Talcott Resolution Ins Co.

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.95M

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0P0000O6M4 Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 0-8 (0P0000O6M4) fund. Our WV SMART529 Direct Age-Based Portfolio 0-8 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	0.600	0.940	0.340
Stocks	81.620	81.620	0.000
Bonds	17.730	17.750	0.020
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.761	17.529
Price to Book	2.709	2.484
Price to Sales	1.946	1.826
Price to Cash Flow	11.905	10.721
Dividend Yield	1.983	2.211
5 Years Earnings Growth	11.575	11.329

Sector Allocation

Name	Net %	Category Average
Technology	25.140	20.061
Financial Services	15.370	15.131
Healthcare	11.090	11.943
Industrials	10.860	10.872
Consumer Cyclical	10.640	10.770
Communication Services	7.400	8.262
Consumer Defensive	5.920	6.489
Energy	3.910	3.706
Basic Materials	3.880	3.744
Real Estate	3.030	6.254
Utilities	2.760	2.773

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	56.11	-	-
Vanguard Total Intl Stock Index I	-	26.14	-	-
Vanguard Total Bond Market II Idx I	-	12.33	-	-
Vanguard Inflation-Protected Secs I	-	5.42	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV SMART529 Direct Age Based 18+	68.1M	3.88	1.93	2.94
WV SMART529 Direct Age Based 9 13	32.11M	10.67	3.19	7.05
WV The Hartford SMART529 Balanced C	1.85M	10.39	2.62	6.75
WV The Hartford SMART529 Balanced B	12.35K	10.57	2.82	6.95

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Recent Quotes

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