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Ut My529 Age-based Aggressive Global Option Age 10-12 Years (0P0000O834)

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UT Educational Savings Plan Age-Based Aggressive G historical data, for real-time data please try another search
47.672 +0.570    +1.20%
30/06 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.04B
Type:  Fund
Market:  United States
Issuer:  Utah Educational Savings Plan
Asset Class:  Equity
UT Educational Savings Plan Age-Based Aggressive G 47.672 +0.570 +1.20%

0P0000O834 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UT Educational Savings Plan Age-Based Aggressive G (0P0000O834) fund. Our UT Educational Savings Plan Age-Based Aggressive G 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 0.280 0.310 0.030
Shares 72.870 72.870 0.000
Bonds 22.800 22.810 0.010
Convertible 0.370 0.370 0.000
Other 3.680 3.680 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.661 17.992
Price to Book 2.577 2.620
Price to Sales 2.043 1.914
Price to Cash Flow 12.193 11.180
Dividend Yield 1.711 2.112
5 Years Earnings Growth 13.299 11.286

Sector Allocation

Name  Net % Category Average
Technology 19.180 20.833
Financial Services 15.880 15.079
Healthcare 12.010 11.691
Consumer Cyclical 11.940 10.706
Industrials 11.010 10.766
Communication Services 9.170 8.014
Consumer Defensive 6.620 6.306
Basic Materials 4.680 3.576
Real Estate 3.640 6.657
Energy 3.250 3.630
Utilities 2.630 2.740

Region Allocation

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

Top Holdings

Number of long holdings: 7

Number of short holdings: 0

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Sel - 47.96 - -
Vanguard Developed Markets Index Ins Pls - 18.85 - -
Vanguard Total Bond Market Idx InstlPls - 14.44 - -
Vanguard Emerging Mkts Stock Idx InsPlus - 6.05 - -
Vanguard Short-Term Investment-Grade I - 4.55 - -
Vanguard Total Intl Bd Idx Institutional - 4.50 - -
PIMCO Interest Income Fund - 3.65 - -

Top Equity Funds by Utah Educational Savings Plan

  Name Rating Total Assets YTD% 3Y% 10Y%
  UT Savings Equity 100 Domestic 1.39B 19.57 7.40 12.17
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