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Co Scholars Choice 529 Balanced 50/50 O (0P0000O5LS)

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CO Scholars Choice 529 Balanced 50/50 O historical data, for real-time data please try another search

33.000 -0.140 -0.42%

16/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 16.69M

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0P0000O5LS Holdings

Comprehensive information about top holdings and Key Holding Information for the CO Scholars Choice 529 Balanced 50/50 O (0P0000O5LS) fund. Our CO Scholars Choice 529 Balanced 50/50 O 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	1.660	13.160	11.500
Shares	50.020	50.020	0.000
Bonds	47.110	47.380	0.270
Convertible	1.090	1.090	0.000
Other	0.120	0.120	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.040	18.529
Price to Book	2.377	2.639
Price to Sales	1.617	1.991
Price to Cash Flow	10.447	11.287
Dividend Yield	1.801	2.133
5 Years Earnings Growth	12.618	10.047

Sector Allocation

Name	Net %	Category Average
Technology	22.170	21.843
Financial Services	14.310	16.590
Healthcare	12.590	10.533
Consumer Cyclical	11.560	9.846
Industrials	11.370	11.270
Communication Services	8.080	7.574
Consumer Defensive	6.810	5.902
Basic Materials	4.420	3.606
Real Estate	3.020	5.456
Energy	2.840	4.201
Utilities	2.830	3.185

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Western Asset Core Plus Bond IS	-	26.29	-	-
QS US Large Cap Equity IS	-	13.50	-	-
Western Asset Short-Term Bond IS	-	9.38	-	-
BrandywineGLOBAL Global Opp Bd USDH IS	-	8.64	-	-
QS Global Dividend IS	-	7.74	-	-
Thornburg International Equity A	-	6.89	-	-
Templeton Foreign Adv	-	6.67	-	-
ClearBridge Large Cap Growth IS	-	5.57	-	-
Western Asset Inflation Idxd Plus Bd IS	-	4.41	-	-
ClearBridge Appreciation IS	-	4.27	-	-

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