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Wi Edvest 529 Plan Index-based Moderate Portfolio (0P0000XD7O)

US Funds

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21.670 -0.460 -2.08%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 131M

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

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0P0000XD7O Holdings

Comprehensive information about top holdings and Key Holding Information for the WI Edvest 529 Plan Index-Based Moderate Portfolio (0P0000XD7O) fund. Our WI Edvest 529 Plan Index-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 %	Short %
Cash	1.670	1.780	0.110
Shares	49.880	49.880	0.000
Bonds	48.570	48.570	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.319	17.155
Price to Book	2.724	2.522
Price to Sales	2.070	1.864
Price to Cash Flow	12.260	11.049
Dividend Yield	2.138	2.219
5 Years Earnings Growth	11.478	11.143

Sector Allocation

Name	Net %	Category Average
Technology	23.120	21.097
Financial Services	14.480	15.373
Healthcare	11.470	11.858
Industrials	9.930	11.055
Consumer Cyclical	9.440	9.702
Real Estate	9.250	5.669
Communication Services	6.970	7.174
Consumer Defensive	5.890	6.292
Energy	3.570	4.379
Basic Materials	3.420	4.055
Utilities	2.470	3.352

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 %
Nuveen Bond Index R6	-	32.05	-	-
Nuveen Equity Index R6	-	31.85	-	-
Nuveen International Eq Idx R6	-	12.13	-	-
Vanguard Shrt-Term Infl-Prot Sec Idx Ins	-	9.88	-	-
Vanguard High-Yield Corporate Adm	-	7.46	-	-
Vanguard Real Estate Index Institutional	-	3.47	-	-
Nuveen Emerging Markets Eq Idx R6	-	3.17	-	-

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.	21.670	-0.460	-2.08%