Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Sc Future Scholar 529 (direct) Age-based Aggressive Track 18+ Years (0P0000O6VK)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
20.470 +0.010    +0.05%
21/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 7.94K
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Age-Based Aggressive 20.470 +0.010 +0.05%

0P0000O6VK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Aggressive (0P0000O6VK) fund. Our SC Future Scholar 529 Direct Age-Based Aggressive portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 38.440 38.880 0.440
Shares 10.950 10.950 0.000
Bonds 50.580 50.750 0.170
Convertible 0.020 0.020 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.166 17.477
Price to Book 4.262 3.016
Price to Sales 2.785 1.903
Price to Cash Flow 15.196 10.134
Dividend Yield 1.451 2.567
5 Years Earnings Growth 11.524 9.600

Sector Allocation

Name  Net % Category Average
Technology 32.970 24.660
Financial Services 12.500 14.930
Healthcare 11.610 11.868
Consumer Cyclical 10.290 9.814
Communication Services 8.870 7.372
Industrials 7.580 9.834
Consumer Defensive 5.870 6.661
Energy 3.310 4.221
Utilities 2.670 3.301
Real Estate 2.340 8.327
Basic Materials 1.990 3.449

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Vanguard Intermediate-Term Government Bond US92206C7065 15.22 58.35 +0.02%
Columbia Large Cap Index Inst - 10.94 - -
Vanguard Total Bond Market II Idx I - 10.34 - -
  Vanguard Mortgage-Backed Securities US92206C7719 8.83 45.77 +0.24%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 8.81 81.02 +0.07%
  SPDR Portfolio High Yield Bond US78468R6062 5.03 23.77 +0.04%
Vanguard Emerging Mkts Govt Bd ETF - 2.49 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.26M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 335.63M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.66M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.77M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 219.42M 13.43 5.02 9.01
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O6VK Comments

Write your thoughts about Sc Future Scholar 529 (direct) Age-based Aggressive Track 18+ Years
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email