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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.060 -0.410 -1.35%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 373.43M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

General
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0P0000XD83 Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Balanced Portfolio (0P0000XD83) fund. Our WI Edvest 529 Plan Balanced Portfolio 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	0.980	0.990	0.010
Shares	66.160	66.160	0.000
Bonds	33.100	33.100	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.688	17.759
Price to Book	3.833	2.942
Price to Sales	2.531	2.093
Price to Cash Flow	14.605	11.905
Dividend Yield	1.424	2.116
5 Years Earnings Growth	11.838	11.335

Sector Allocation

Name	Net %	Category Average
Technology	30.420	23.072
Financial Services	13.370	15.468
Healthcare	12.320	13.146
Consumer Cyclical	10.040	9.377
Industrials	8.720	10.637
Communication Services	8.190	7.004
Consumer Defensive	5.640	6.535
Energy	3.680	5.035
Real Estate	2.870	3.366
Utilities	2.430	2.940
Basic Materials	2.320	3.419

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	Nuveen Equity Index R6	-	66.65	-	-
	Nuveen Bond Index R6	-	33.35	-	-

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.67B	19.66	7.60	12.38
MI Education Savings Program US Equ	815.12M	19.62	7.56	12.34
WI Edvest 529 Plan Large Cap Stock	798M	20.85	8.97	12.86
WI Edvest 529 Plan Based Aggressive	631.64M	12.82	4.10	8.35
OR Oregon College Savings Plan US E	551.44M	18.98	7.25	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.060	-0.410	-1.35%