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Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years (0P0000X5FP)

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43.760 -0.100    -0.23%
05/06 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar 529 Direct Age-Based Conservativ 43.760 -0.100 -0.23%

0P0000X5FP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FP) 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 0.590 1.290 0.700
Shares 60.610 60.610 0.000
Bonds 38.760 38.860 0.100
Convertible 0.010 0.010 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.747 17.265
Price to Book 2.408 2.405
Price to Sales 1.607 1.785
Price to Cash Flow 10.257 10.300
Dividend Yield 2.087 2.271
5 Years Earnings Growth 9.840 10.770

Sector Allocation

Name  Net % Category Average
Technology 21.910 19.587
Financial Services 17.130 15.854
Industrials 12.760 10.911
Consumer Cyclical 10.880 10.663
Healthcare 10.580 11.799
Communication Services 6.320 8.297
Consumer Defensive 6.150 6.513
Real Estate 4.100 6.261
Energy 3.850 3.676
Basic Materials 3.600 3.653
Utilities 2.730 2.792

Region Allocation

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

Top Holdings

Number of long holdings: 16

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 22.20 - -
Vanguard Developed Markets Index Ins Pls - 11.45 - -
Vanguard Total Bond Market II Idx I - 10.30 - -
Columbia Mid Cap Index Inst - 10.03 - -
  Columbia Research Enhanced Core US19761L7064 8.18 35.56 +1.14%
  SPDR Portfolio Corporate Bond US78464A1447 7.61 28.60 -0.45%
  Vanguard Mortgage-Backed Securities US92206C7719 7.45 45.28 -0.59%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 5.09 41.97 +1.08%
  Vanguard Intermediate-Term Government Bond US92206C7065 3.80 58.71 -0.58%
  SPDR Portfolio High Yield Bond US78468R6062 3.71 23.39 -0.04%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 414.46M -2.58 8.97 9.00
  SC Future Scholar Advisor 529 Modea 345.1M -0.98 6.52 6.36
  SC Future Scholar Advisor 529 Colua 275.41M -0.40 5.91 5.43
  SC Future Scholar 529 Direct Large 258.32M -5.02 11.97 12.10
  SC Future Scholar 529 Direct Growth 236.37M -2.17 8.40 8.42
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