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Sc Future Scholar 529 (direct) Growth Portfolio (0P0000O6T4)

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52.130 -0.180    -0.34%
05/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 226.17M
SC Future Scholar 529 Direct Growth Portfolio 52.130 -0.180 -0.34%

0P0000O6T4 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Growth Portfolio (0P0000O6T4) fund. Our SC Future Scholar 529 Direct Growth Portfolio 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 0.350 1.040 0.690
Shares 80.660 80.660 0.000
Bonds 18.950 19.000 0.050
Convertible 0.010 0.010 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.886 17.001
Price to Book 2.502 2.478
Price to Sales 1.666 1.849
Price to Cash Flow 10.641 10.623
Dividend Yield 2.033 2.309
5 Years Earnings Growth 10.122 10.061

Sector Allocation

Name  Net % Category Average
Technology 22.050 20.667
Financial Services 17.080 17.444
Industrials 12.160 10.856
Consumer Cyclical 10.840 10.414
Healthcare 10.810 11.068
Communication Services 6.480 6.841
Consumer Defensive 6.020 6.929
Energy 4.240 4.815
Real Estate 4.030 4.095
Basic Materials 3.510 3.781
Utilities 2.780 3.088

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 - 30.94 - -
Vanguard Developed Markets Index Ins Pls - 14.49 - -
Columbia Mid Cap Index Inst - 11.93 - -
  Columbia Research Enhanced Core US19761L7064 11.92 33.15 -0.75%
Vanguard Total Bond Market II Idx I - 7.82 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 6.49 39.64 -0.69%
  Vanguard Russell 1000 Value US92206C7149 3.58 80.27 -0.64%
  SPDR Portfolio Corporate Bond US78464A1447 3.50 28.59 +0.18%
  Vanguard Mortgage-Backed Securities US92206C7719 3.08 45.83 +0.42%
  SPDR Portfolio High Yield Bond US78468R6062 1.85 23.15 -0.04%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 395.98M -2.25 6.29 9.13
  SC Future Scholar Advisor 529 Modea 335.59M -0.85 4.19 6.43
  SC Future Scholar Advisor 529 Colua 267.26M -0.37 3.80 5.47
  SC Future Scholar 529 Direct Large 246.02M -4.36 8.86 12.29
  SC Future Scholar 529 Direct Age B6 210.74M -0.82 4.61 6.85
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