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Sc Future Scholar 529 (direct) Age-based Moderate Track 8-9 Years (0P0000X5FO)

US Funds

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40.020 -0.040 -0.10%

05/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000X5FO Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FO) fund. Our SC Future Scholar 529 Direct Age-Based Moderate Tr 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	4.350	5.060	0.710
Shares	51.460	51.460	0.000
Bonds	44.150	44.230	0.080
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	18.920	17.301
Price to Book	2.737	2.317
Price to Sales	1.810	1.667
Price to Cash Flow	11.568	9.463
Dividend Yield	1.867	2.482
5 Years Earnings Growth	9.466	9.221

Sector Allocation

Name	Net %	Category Average
Technology	25.400	20.787
Financial Services	16.360	15.956
Industrials	12.600	10.998
Consumer Cyclical	11.080	10.291
Healthcare	9.300	10.593
Communication Services	6.960	7.212
Consumer Defensive	5.540	6.286
Real Estate	3.690	7.658
Energy	3.500	3.966
Basic Materials	3.150	3.419
Utilities	2.440	2.838

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	-	22.31	-	-
Vanguard Total Bond Market II Idx I	-	10.61	-	-
SPDR Portfolio Corporate Bond	US78464A1447	9.11	29.26	0.00%
Vanguard Developed Markets Index Ins Pls	-	8.31	-	-
Columbia Mid Cap Index Inst	-	8.08	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	7.96	46.33	-0.06%
Columbia Research Enhanced Core	US19761L7064	7.58	38.03	+0.14%
Vanguard Intermediate-Term Government Bond	US92206C7065	4.84	59.68	-0.08%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	4.40	43.10	-0.19%
SPDR Portfolio High Yield Bond	US78468R6062	4.02	23.65	-0.02%

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	435.68M	6.69	15.31	10.09
SC Future Scholar Advisor 529 Modea	356.45M	6.06	11.35	7.17
SC Future Scholar Advisor 529 Colua	285.8M	5.60	9.91	6.14
SC Future Scholar 529 Direct Large	272.37M	6.07	19.49	13.43
SC Future Scholar 529 Direct Growth	248.14M	6.34	14.14	9.44

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Recent Quotes

Name	Price	Chg.	Chg. %
SC Future Scholar.	40.020	-0.040	-0.10%
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