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

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30.560 -0.910    -2.89%
31/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  TIAA Tuition Financing, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 637.83M
WI Edvest 529 Plan Index-Based Aggressive Portfoli 30.560 -0.910 -2.89%

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 Change13.56%
Prev. Close31.47
Risk Rating
TTM YieldN/A
ROE25.44%
IssuerTIAA Tuition Financing, Inc.
TurnoverN/A
ROA10.91%
Inception DateOct 26, 2012
Total Assets637.83M
ExpensesN/A
Min. InvestmentN/A
Market Cap118.92B
CategoryStatic Allocation - - 85%+ Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1136 985 1136 1118 1500 2229
Fund Return 13.56% -1.55% 13.56% 3.79% 8.45% 8.35%
Place in category 39 41 39 29 30 20
% in Category 59 62 59 60 69 60

Top Equity Funds by TIAA Tuition Financing, Inc.

  Name Rating 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
  OR Oregon College Savings Plan US E 557.07M 23.00 7.66 -
  CA ScholarShare Passive Growth 386.22M 12.17 3.31 7.64

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 400.76M 15.96 5.33 9.67
  AK John Hancock Freedom 529 Futurea 220.95M 23.69 6.73 12.73
  VA CollegeAmerica 529 American Fuf1 103.76M 20.42 4.39 10.74
  SC Future Scholar Advisor 529 Aggre 14.58M 15.84 5.38 9.33
  AK John Hancock Freedom 529 Future2 13.6M 22.74 5.92 11.88

Top Holdings

Name ISIN Weight % Last Change %
Nuveen Equity Index R6 - 52.05 - -
Nuveen International Eq Idx R6 - 18.75 - -
Nuveen Bond Index R6 - 12.69 - -
Vanguard Real Estate Index Institutional - 5.34 - -
Nuveen Emerging Markets Eq Idx R6 - 4.56 - -

Technical Summary

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