Breaking News
Get 45% Off 0
🤖 Market chaos? You're not alone. Look for ideas with our AI, beating S&P 500 by 12%+ YTD
Get Picks Here
Close

Sc Future Scholar 529 (direct) Age-based Aggressive Track 0-3 Years (0P0000O6NJ)

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
 
53.850 -2.430    -4.32%
03/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.42M
SC Future Scholar 529 Direct Age-Based Aggressive 53.850 -2.430 -4.32%

0P0000O6NJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Aggressive (0P0000O6NJ) 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 0.190 5.550 5.360
Shares 91.540 91.540 0.000
Bonds 8.210 8.220 0.010
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.124 17.066
Price to Book 2.652 2.334
Price to Sales 1.805 1.709
Price to Cash Flow 11.446 9.517
Dividend Yield 1.902 2.395
5 Years Earnings Growth 10.840 10.296

Sector Allocation

Name  Net % Category Average
Technology 23.270 19.693
Financial Services 16.670 15.992
Industrials 12.150 10.696
Consumer Cyclical 11.470 10.736
Healthcare 10.380 11.475
Communication Services 6.710 7.311
Consumer Defensive 5.690 6.585
Energy 3.910 4.073
Real Estate 3.780 7.026
Basic Materials 3.430 3.544
Utilities 2.550 2.869

Region Allocation

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

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 50.53 - -
Vanguard Developed Markets Index Ins Pls - 18.29 - -
Columbia Mid Cap Index Inst - 13.67 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 7.56 36.89 -4.26%
Vanguard Total Bond Market II Idx I - 6.83 - -
Vanguard Emerging Mkts Stock Idx Instl - 1.78 - -
  SPDR Portfolio High Yield Bond US78468R6062 1.35 22.67 -1.65%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 373.73M 1.84 8.46 9.51
  SC Future Scholar Advisor 529 Modea 325.24M 2.00 5.21 6.67
  SC Future Scholar Advisor 529 Colua 259.09M 2.05 4.50 5.68
  SC Future Scholar 529 Direct Large 231.43M 1.39 12.34 12.76
  SC Future Scholar 529 Direct Growth 214.42M 1.92 7.77 8.89
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.

0P0000O6NJ Comments

Write your thoughts about Sc Future Scholar 529 (direct) Age-based Aggressive Track 0-3 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