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

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43.760 +0.140    +0.32%
03/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 206.29M
SC Future Scholar 529 Direct Moderate Growth Portf 43.760 +0.140 +0.32%

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 0.590 1.290 0.700
Shares 60.610 60.610 0.000
Bonds 38.760 38.860 0.100
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 16.747 17.454
Price to Book 2.408 2.863
Price to Sales 1.607 2.094
Price to Cash Flow 10.257 11.224
Dividend Yield 2.087 2.187
5 Years Earnings Growth 9.840 10.294

Sector Allocation

Name  Net % Category Average
Technology 21.910 21.832
Financial Services 17.130 16.866
Industrials 12.760 10.919
Consumer Cyclical 10.880 9.756
Healthcare 10.580 12.693
Communication Services 6.320 7.068
Consumer Defensive 6.150 6.586
Real Estate 4.100 3.287
Energy 3.850 4.780
Basic Materials 3.600 3.256
Utilities 2.730 2.957

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 - 22.20 - -
Vanguard Developed Markets Index Ins Pls - 11.45 - -
Vanguard Total Bond Market II Idx I - 10.30 - -
Columbia Mid Cap Index Inst - 10.03 - -
  Columbia Research Enhanced Core US19761L7064 8.18 35.22 0.00%
  SPDR Portfolio Corporate Bond US78464A1447 7.61 28.80 +0.58%
  Vanguard Mortgage-Backed Securities US92206C7719 7.45 45.72 +0.68%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 5.09 41.52 -0.28%
  Vanguard Intermediate-Term Government Bond US92206C7065 3.80 59.19 +0.48%
  SPDR Portfolio High Yield Bond US78468R6062 3.71 23.45 +0.19%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 411.71M -2.58 8.97 9.00
  SC Future Scholar Advisor 529 Modea 343.22M -0.98 6.52 6.36
  SC Future Scholar Advisor 529 Colua 274.28M -0.40 5.91 5.43
  SC Future Scholar 529 Direct Large 256.67M -5.02 11.97 12.10
  SC Future Scholar 529 Direct Growth 234.54M -2.17 8.40 8.42
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