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Sc Future Scholar 529 (direct) Small Cap Index Portfolio (0P0000O6SU)

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54.930 +0.900    +1.67%
21/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 48.81M
SC Future Scholar 529 Direct Small Cap Index Portf 54.930 +0.900 +1.67%

0P0000O6SU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Small Cap Index Portf (0P0000O6SU) fund. Our SC Future Scholar 529 Direct Small Cap Index 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 %
Shares 100.290 100.290 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.076 15.351
Price to Book 1.676 1.676
Price to Sales 0.984 1.151
Price to Cash Flow 8.006 7.950
Dividend Yield 1.876 1.844
5 Years Earnings Growth 11.537 12.783

Sector Allocation

Name  Net % Category Average
Financial Services 18.080 20.854
Industrials 16.990 16.205
Consumer Cyclical 13.700 12.190
Technology 13.340 12.187
Healthcare 10.730 11.395
Real Estate 9.290 8.113
Energy 4.620 5.720
Basic Materials 4.590 5.926
Consumer Defensive 3.880 2.925
Communication Services 2.660 1.984
Utilities 2.110 2.500

Region Allocation

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

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Small Cap Index Inst - 100.00 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.26M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 335.63M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.66M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.77M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 219.42M 13.43 5.02 9.01
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