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Sc Future Scholar 529 (direct) Conservative Portfolio (0P0000O6WY)

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21.370 +0.010    +0.05%
06/08 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 200.65M
SC Future Scholar 529 Direct Conservative Portfoli 21.370 +0.010 +0.05%

0P0000O6WY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Conservative Portfoli (0P0000O6WY) fund. Our SC Future Scholar 529 Direct Conservative Portfoli 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 39.000 39.320 0.320
Shares 10.550 10.550 0.000
Bonds 50.430 50.510 0.080
Convertible 0.010 0.010 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.415 15.833
Price to Book 4.304 2.467
Price to Sales 2.755 1.985
Price to Cash Flow 14.687 8.384
Dividend Yield 1.468 2.201
5 Years Earnings Growth 9.393 23.218

Sector Allocation

Name  Net % Category Average
Technology 34.160 23.276
Financial Services 13.820 15.682
Consumer Cyclical 10.620 16.614
Communication Services 9.680 9.256
Healthcare 9.480 10.896
Industrials 7.610 9.338
Consumer Defensive 5.520 4.881
Energy 3.000 6.487
Utilities 2.310 4.948
Real Estate 2.100 4.087
Basic Materials 1.700 14.993

Region Allocation

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

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name ISIN Weight % Last Change %
  SPDR Portfolio Corporate Bond US78464A1447 9.87 29.24 -0.07%
  Vanguard Mortgage-Backed Securities US92206C7719 9.19 46.32 -0.09%
Vanguard Total Bond Market II Idx I - 8.10 - -
Columbia Large Cap Index Inst - 7.96 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 7.25 59.70 -0.05%
  Vanguard Short-Term Government Bond US92206C1027 5.42 58.63 -0.02%
  SPDR Portfolio High Yield Bond US78468R6062 5.21 23.64 -0.04%
  Vanguard Long-Term Government Bond US92206C8477 3.09 55.85 -0.13%
  Columbia Research Enhanced Core US19761L7064 2.61 38.04 +0.18%
Vanguard Emerging Mkts Govt Bd ETF - 2.60 - -

Top Bond Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Coluc 28.36M 3.56 3.90 2.39
  SC Future Scholar Advisor 529 Coluz 18.48M 4.06 4.68 3.16
  SC Future Scholar 529 Direct Bond I 12.15M 3.74 1.72 1.61
  SC Future Scholar Advisor 529 Colue 11.77M 3.74 4.17 2.65
  SC Future Scholar TIPS Bond ETF 529 4.93M 4.71 0.83 2.44
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