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Plan: SMART529 WV Direct College Savings Plan
Portfolio: SMART529 WV Direct Balanced Portfolio
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Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
US Stock  |
42.25% | 49.23% |
| Foreign Stock |
19.75% | 22.71% |
| Real Estate |
0.00% | 1.68% |
| Bond |
30.00% | 24.52% |
| Short Term Bond |
0.00% | 0.81% |
| Cash / MM |
8.00% | 1.05% |
Performance
Fees and Expenses (1 Year)
Total Expense Ratio
Fees vs. Performance
Growth of $10,000
Data as of 12/31/2023.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios here.
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