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Sc Future Scholar 529 (direct) Moderate Growth Portfolio (0P0000O6O4)

US Funds

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46.720 +0.100 +0.21%

28/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 206.29M

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0P0000O6O4 Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Moderate Growth Portf (0P0000O6O4) fund. Our SC Future Scholar 529 Direct Moderate Growth Portf 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	0.370	0.900	0.530
Shares	61.710	61.710	0.000
Bonds	37.890	37.960	0.070
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	18.965	18.824
Price to Book	2.732	3.023
Price to Sales	1.773	2.209
Price to Cash Flow	11.521	11.911
Dividend Yield	1.842	2.092
5 Years Earnings Growth	9.763	9.944

Sector Allocation

Name	Net %	Category Average
Technology	26.030	23.363
Financial Services	16.140	16.798
Industrials	13.020	11.207
Consumer Cyclical	11.110	9.494
Healthcare	8.700	11.758
Communication Services	7.020	7.380
Consumer Defensive	5.220	6.333
Real Estate	3.620	3.189
Energy	3.460	4.536
Basic Materials	3.240	3.114
Utilities	2.440	2.826

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	-	23.39	-	-
Vanguard Total Bond Market II Idx I	-	11.11	-	-
Vanguard Developed Markets Index Ins Pls	-	10.95	-	-
Columbia Mid Cap Index Inst	-	9.87	-	-
Columbia Research Enhanced Core	US19761L7064	8.65	39.06	-0.43%
SPDR Portfolio Corporate Bond	US78464A1447	7.07	29.27	-0.27%
Vanguard Mortgage-Backed Securities	US92206C7719	6.81	46.62	-0.11%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.35	46.04	-0.39%
SPDR Portfolio High Yield Bond	US78468R6062	3.48	23.84	-0.13%
Vanguard Intermediate-Term Government Bond	US92206C7065	3.46	60.08	+0.03%

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	450.29M	7.90	12.77	10.07
SC Future Scholar Advisor 529 Modea	364.22M	7.13	9.52	7.18
SC Future Scholar Advisor 529 Colua	291.43M	6.46	8.31	6.13
SC Future Scholar 529 Direct Large	280.05M	8.43	16.88	13.44
SC Future Scholar 529 Direct Growth	256.95M	7.50	11.81	9.41

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Recent Quotes

Name	Price	Chg.	Chg. %
SC Future Scholar.	46.720	+0.100	+0.21%
Suncorp Insurance.	31.584	+0.040	+0.12%
WI Edvest 529 Pla.	16.780	-0.750	-4.28%
Franklin U.S. Opp.	102.790	-1.320	-1.27%
603296	98.35	+2.29	+2.38%
BRLh	0.0750	0.0000	0.00%
PIMCO Funds: Glob.	9.880	0.000	0.00%
JPMorgan Funds - .	471.320	+1.320	+0.28%