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Wv Smart529 Wv Direct College Savings Plan Smart529 Wv Direct Age-based Portfolio 14-15 (0P0000O6JC)

US Funds

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36.460 -0.540 -1.46%

31/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.46M

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0P0000O6JC Holdings

Comprehensive information about top holdings and Key Holding Information for the WV SMART529 Direct Age-Based Portfolio 14-15 (0P0000O6JC) fund. Our WV SMART529 Direct Age-Based Portfolio 14-15 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	0.660	1.090	0.430
Stocks	41.090	41.090	0.000
Bonds	33.270	33.290	0.020
Other	24.990	24.990	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.206	16.086
Price to Book	2.697	2.169
Price to Sales	1.971	1.597
Price to Cash Flow	11.703	8.704
Dividend Yield	2.011	2.676
5 Years Earnings Growth	10.669	10.026

Sector Allocation

Name	Net %	Category Average
Technology	24.910	19.486
Financial Services	16.920	15.768
Consumer Cyclical	10.830	10.465
Industrials	10.650	10.445
Healthcare	10.310	11.485
Communication Services	7.890	6.979
Consumer Defensive	5.750	6.759
Energy	3.830	4.256
Basic Materials	3.480	3.594
Real Estate	2.820	7.666
Utilities	2.600	3.099

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Pls	-	27.90	-	-
WV SMART529 The Hartford Stable Val A	-	24.96	-	-
Vanguard Total Bond Market II Idx I	-	22.86	-	-
Vanguard Total Intl Stock Index I	-	13.64	-	-
Vanguard Inflation-Protected Secs I	-	10.64	-	-

Top Equity Funds by Talcott Resolution Ins Co.

Name	Total Assets	YTD%	3Y%	10Y%
WV The Hartford SMART529 The Hartga	89.63M	-2.64	12.30	13.83
WV SMART529 Direct 500 Index Portfo	80.57M	1.42	12.43	12.83
WV The Hartford SMART529 ChecksBala	44.76M	1.99	5.40	7.43
WV SMART529 Direct Growth Portfolio	38.34M	2.52	7.53	8.59
WV The Hartford SMART529 The Hartee	5.43M	5.19	7.90	9.61

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WV SMART529 Direc.	36.460	-0.540	-1.46%