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Ut My529 70% Equity/30% Fixed Income (0P0000Z0GN)

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UT UESP 70% Equity/30% Fixed Income historical data, for real-time data please try another search

20.737 -0.060 -0.28%

29/01 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 331.62M

Type: Fund

Market: United States

Issuer: Utah Educational Savings Plan

Asset Class: Equity

General
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Technical
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0P0000Z0GN Holdings

Comprehensive information about top holdings and Key Holding Information for the UT UESP 70% Equity/30% Fixed Income (0P0000Z0GN) fund. Our UT UESP 70% Equity/30% Fixed Income portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	0.150	0.150	0.000
Shares	72.830	72.830	0.000
Bonds	26.380	26.460	0.080
Convertible	0.620	0.620	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.427	17.891
Price to Book	2.963	2.623
Price to Sales	2.242	1.846
Price to Cash Flow	13.351	11.171
Dividend Yield	1.685	2.180
5 Years Earnings Growth	10.803	10.882

Sector Allocation

Name	Net %	Category Average
Technology	22.540	21.513
Healthcare	13.860	11.819
Financial Services	13.470	15.361
Consumer Cyclical	12.380	10.887
Communication Services	9.810	6.562
Industrials	9.650	11.394
Consumer Defensive	6.390	6.787
Real Estate	3.470	3.879
Basic Materials	3.200	4.046
Utilities	2.700	2.788
Energy	2.530	4.961

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Mkt Idx Instl Sel	-	62.44	-	-
Vanguard Short-Term Investment-Grade I	-	9.12	-	-
Vanguard Short-Term Bond Idx InstlPls	-	9.03	-	-
Vanguard Total Bond Market Idx InstlPls	-	9.01	-	-
Vanguard Developed Markets Index Ins Pls	-	7.71	-	-
Vanguard Emerging Mkts Stock Idx InsPlus	-	2.70	-	-

Top Equity Funds by Utah Educational Savings Plan

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UT Savings Equity 100 Domestic		1.14B	4.69	6.12	11.60

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UT UESP 70% Equit.	20.737	-0.060	-0.28%