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Wi Edvest 529 Plan Index-based Aggressive Portfolio (0P0000XD7M)

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31.470 +1.110    +3.66%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  TIAA Tuition Financing, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 656.19M
WI Edvest 529 Plan Index-Based Aggressive Portfoli 31.470 +1.110 +3.66%

Wi Edvest 529 Plan Index-based Aggressive Portfolio Overview

 
Find basic information about the Wi Edvest 529 Plan Index-based Aggressive 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 0P0000XD7M 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 Change22.83%
Prev. Close30.36
Risk Rating
TTM YieldN/A
ROE25.71%
IssuerTIAA Tuition Financing, Inc.
TurnoverN/A
ROA10.94%
Inception DateOct 26, 2012
Total Assets656.19M
ExpensesN/A
Min. InvestmentN/A
Market Cap119.33B
CategoryStatic Allocation - - 85%+ Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1169 1033 1228 1192 1583 2272
Fund Return 16.95% 3.35% 22.83% 6.03% 9.62% 8.55%
Place in category 44 49 50 27 32 22
% in Category 68 77 82 61 76 68

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  CA ScholarShare College Savings Pue 2.86B 27.62 10.50 12.84
  MI Education Savings Program US Equ 872.26M 27.56 10.46 12.79
  WI Edvest 529 Plan Large Cap Stock 845.32M 27.93 11.32 13.21
  OR Oregon College Savings Plan US E 545.39M 26.85 10.12 -
  CA ScholarShare Passive Growth 396.62M 15.23 5.28 7.85

Top Funds for Static Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  AK John Hancock Freedom 529 Futurea 226.4M 28.72 8.67 13.17
  VA CollegeAmerica 529 American Fuf1 103.76M 23.05 6.02 10.83
  SC Future Scholar Advisor 529 Aggre 14.91M 20.17 8.20 9.65
  AK John Hancock Freedom 529 Future2 14.23M 27.81 7.85 12.32

Top Holdings

Name ISIN Weight % Last Change %
Nuveen Equity Index R6 - 50.93 - -
Nuveen International Eq Idx R6 - 19.23 - -
Nuveen Bond Index R6 - 12.71 - -
Vanguard Real Estate Index Institutional - 5.73 - -
Nuveen Emerging Markets Eq Idx R6 - 4.88 - -

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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