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Sc Future Scholar 529 (direct) Age-based Conservative Track 10-11 Years (0P0000X5FU)

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27.360 +0.010    +0.04%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: N/A
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Age-Based Conservativ 27.360 +0.010 +0.04%

0P0000X5FU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FU) fund. Our SC Future Scholar 529 Direct Age-Based Conservativ portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 18.670 19.500 0.830
Shares 32.280 32.280 0.000
Bonds 49.020 49.200 0.180
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 18.207 18.105
Price to Book 2.857 2.633
Price to Sales 1.894 1.928
Price to Cash Flow 12.126 11.219
Dividend Yield 1.772 2.101
5 Years Earnings Growth 11.358 11.232

Sector Allocation

Name  Net % Category Average
Technology 25.420 20.846
Financial Services 14.840 15.263
Industrials 11.650 10.769
Consumer Cyclical 11.060 10.699
Healthcare 10.950 11.554
Communication Services 6.900 8.056
Consumer Defensive 5.550 6.267
Energy 3.930 3.661
Real Estate 3.780 6.620
Basic Materials 3.290 3.533
Utilities 2.620 2.733

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 20.79 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 14.00 57.81 -0.28%
  Vanguard Mortgage-Backed Securities US92206C7719 9.88 45.17 -0.33%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 9.78 80.24 -0.21%
Vanguard Total Bond Market II Idx I - 8.12 - -
  SPDR Portfolio High Yield Bond US78468R6062 4.95 23.46 +0.30%
Vanguard Developed Markets Index Ins Pls - 4.15 - -
Columbia Mid Cap Index Inst - 4.11 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 3.24 45.55 +0.89%
Vanguard Emerging Mkts Govt Bd ETF - 2.45 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 332.75M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 261.21M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32
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