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Wi Edvest 529 Plan Active-based Moderate Portfolio (0P0000XD7T)

US Funds

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22.430 +0.430 +1.95%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 43.75M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

General
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0P0000XD7T Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Active-Based Moderate Portfolio (0P0000XD7T) fund. Our WI Edvest 529 Plan Active-Based Moderate Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Shares	49.210	49.210
Bonds	51.090	51.090
Convertible	0.030	0.030
Preferred	0.120	0.120
Other	1.260	1.260

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.778	17.290
Price to Book	2.402	2.521
Price to Sales	1.642	1.859
Price to Cash Flow	10.702	11.099
Dividend Yield	2.285	2.230
5 Years Earnings Growth	9.489	10.512

Sector Allocation

Name	Net %	Category Average
Technology	20.220	21.561
Financial Services	16.330	15.859
Industrials	12.410	10.963
Consumer Cyclical	10.300	10.100
Healthcare	8.710	11.440
Real Estate	7.510	5.539
Communication Services	6.650	7.333
Consumer Defensive	5.890	6.011
Energy	5.200	4.314
Basic Materials	4.290	3.673
Utilities	2.490	3.208

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 1 I	-	31.43	-	-
TCW MetWest Total Return Bd Plan	-	27.55	-	-
DFA Large Cap International I	-	11.88	-	-
Nuveen Inflation Link Bd R6	-	10.09	-	-
Nuveen High Yield R6	-	7.61	-	-
T. Rowe Price Instl Floating Rate	-	5.12	-	-
Nuveen Real Estate Sec Sel R6	-	3.43	-	-
DFA Emerging Markets Core Equity I	-	2.89	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.92B	23.71	7.97	12.49
MI Education Savings Program US Equ	880.97M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	855.02M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	652.49M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	557.25M	3.09	11.03	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	22.430	+0.430	+1.95%