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Sc Future Scholar 529 (direct) Aggressive Growth Portfolio (0P0000O6MG)

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65.630 +0.150    +0.23%
03/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 435.06M
SC Future Scholar 529 Direct Aggressive Growth Por 65.630 +0.150 +0.23%

0P0000O6MG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Aggressive Growth Por (0P0000O6MG) fund. Our SC Future Scholar 529 Direct Aggressive Growth Por 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 0.540 1.790 1.250
Shares 92.730 92.730 0.000
Bonds 6.680 6.690 0.010
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.252 19.061
Price to Book 2.724 2.999
Price to Sales 1.810 2.402
Price to Cash Flow 11.524 12.895
Dividend Yield 1.831 1.597
5 Years Earnings Growth 9.886 10.754

Sector Allocation

Name  Net % Category Average
Technology 25.330 24.776
Financial Services 16.300 21.940
Industrials 12.920 7.046
Consumer Cyclical 11.230 7.999
Healthcare 8.940 19.877
Communication Services 7.040 6.887
Consumer Defensive 5.130 4.398
Real Estate 3.660 2.318
Energy 3.490 4.465
Basic Materials 3.450 2.274
Utilities 2.480 1.619

Region Allocation

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

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 34.31 - -
Vanguard Developed Markets Index Ins Pls - 18.64 - -
Columbia Mid Cap Index Inst - 13.94 - -
  Columbia Research Enhanced Core US19761L7064 12.55 40.51 -0.02%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.66 46.58 -0.27%
Vanguard Total Bond Market II Idx I - 4.72 - -
  Vanguard Russell 1000 Growth US92206C6802 2.97 121.85 +0.15%
Vanguard Emerging Mkts Stock Idx Instl - 1.97 - -
  SPDR Portfolio Corporate Bond US78464A1447 1.22 29.54 +0.02%
  SPDR Portfolio High Yield Bond US78468R6062 1.02 23.81 -0.04%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Modea 359.96M 9.74 11.59 7.89
  SC Future Scholar Advisor 529 Colua 294.84M 8.74 10.23 6.72
  SC Future Scholar 529 Direct Large 293.72M 10.61 19.32 14.38
  SC Future Scholar 529 Direct Growth 246.48M 10.64 14.42 10.30
  SC Future Scholar 529 Direct Age B6 210.74M 9.23 11.57 8.25
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