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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.680 -0.820 -2.60%

31/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 377.76M

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Wi Edvest 529 Plan Balanced Portfolio Overview

Find basic information about the Wi Edvest 529 Plan Balanced Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XD83 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change14.95%

Prev. Close31.5

Risk Rating

TTM YieldN/A

ROE30.41%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA13.68%

Inception DateOct 26, 2012

Total Assets377.76M

ExpensesN/A

Min. InvestmentN/A

Market Cap202.6B

CategoryStatic Allocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1158	1007	1158	1136	1531	2278
Fund Return	15.77%	0.69%	15.77%	4.35%	8.89%	8.58%
Place in category	4	4	4	10	1	1
% in Category	2	3	2	3	1	1

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.8B	23.71	7.97	12.49
MI Education Savings Program US Equ	850.72M	23.64	7.93	12.45
WI Edvest 529 Plan Large Cap Stock	829.78M	24.85	8.82	12.96
WI Edvest 529 Plan Based Aggressive	637.83M	13.56	3.79	8.35
OR Oregon College Savings Plan US E	555.88M	23.00	7.66	-

Top Funds for Static Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	14.73	3.93	8.29
VA CollegeAmerica 529 American Bala	4.44B	14.91	4.79	8.07
KS Schwab Moderate Index	838.52M	10.75	2.84	6.81
VA CollegeAmerica 529 American Balc	755.07M	14.05	3.99	7.26
VA Invest529 Moderate Growth	507.23M	10.22	2.41	6.43

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	Nuveen Equity Index R6	-	67.15	-	-
	Nuveen Bond Index R6	-	32.85	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WI Edvest 529 Pla.	30.680	-0.820	-2.60%