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Wi Edvest 529 Plan Balanced Portfolio (0P0000XD83)

US Funds

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30.000 -1.200 -3.85%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: TIAA Tuition Financing, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 361.85M

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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 Change6.5%

Prev. Close31.2

Risk Rating

TTM YieldN/A

ROE30.41%

IssuerTIAA Tuition Financing, Inc.

TurnoverN/A

ROA13.68%

Inception DateOct 26, 2012

Total Assets361.85M

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	1017	990	1134	1237	1628	2266
Fund Return	1.69%	-0.95%	13.41%	7.35%	10.24%	8.52%
Place in category	212	197	11	7	5	1
% in Category	98	95	6	3	2	1

Top Equity Funds by TIAA Tuition Financing, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
CA ScholarShare College Savings Pue	2.68B	1.16	11.53	12.31
MI Education Savings Program US Equ	817.11M	1.17	11.49	12.26
WI Edvest 529 Plan Large Cap Stock	793.67M	1.44	12.43	12.84
WI Edvest 529 Plan Based Aggressive	635.27M	3.04	7.36	8.27
OR Oregon College Savings Plan US E	474.99M	-4.86	7.90	-

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

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	2.00	7.13	8.31
VA CollegeAmerica 529 American Bala	5.9B	-0.24	6.15	7.97
KS Schwab Moderate Index	799.22M	-0.18	4.65	6.58
VA CollegeAmerica 529 American Funa	687.22M	0.68	5.06	7.02
VA Invest529 Moderate Growth	520.57M	2.57	5.30	6.42

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.	30.000	-1.200	-3.85%
Dupree Mutual Fun.	10.890	+0.090	+0.83%
American Funds In.	24.35	+0.32	+1.33%
HSBC Cash Fund Gr.	2,592.773	+0.441	+0.02%
Netherlands 4 15-.	111.460	+0.960	+0.87%
iShares Broad $ H.	4.63	+0.06	+1.31%