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Sc Future Scholar 529 (direct) Bond Index Portfolio (0P0000X52Y)

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11.770 +0.010    +0.09%
26/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 10.39M
Type:  Fund
Market:  United States
Asset Class:  Bond
SC Future Scholar 529 Direct Bond Index Portfolio 11.770 +0.010 +0.09%

0P0000X52Y Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Bond Index Portfolio (0P0000X52Y) fund. Our SC Future Scholar 529 Direct Bond Index Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Bonds 101.500 101.700 0.200
Convertible 0.010 0.010 0.000

 Style Box

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Name  Net % Category Average
Government 52.034 26.073
Corporate 26.648 45.304
Securitized 22.330 17.368
Cash -1.530 5.715
Municipal 0.518 0.478

Region Allocation

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

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx I - 100.00 - -

Top Bond Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Conser 206.35M 6.33 1.75 2.92
  SC Future Scholar Advisor 529 Coluc 29.11M 5.65 0.88 2.12
  SC Future Scholar Advisor 529 Coluz 18.09M 6.34 1.64 2.89
  SC Future Scholar Advisor 529 Colue 12.09M 5.85 1.15 2.37
  SC Future Scholar TIPS Bond ETF 529 4.41M 3.49 -1.82 2.09
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