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Sc Future Scholar Advisor 529 Age-based Aggressive 4-5 Years E (0P0000O7UB)

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58.970 -0.070    -0.12%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.98M
SC Future Scholar Advisor 529 Age-Based Aggressive 58.970 -0.070 -0.12%

0P0000O7UB Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O7UB) fund. Our SC Future Scholar Advisor 529 Age-Based Aggressive 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 1.490 6.150 4.660
Shares 80.180 80.180 0.000
Bonds 16.430 16.580 0.150
Convertible 1.630 1.630 0.000
Preferred 0.230 0.230 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.937 16.634
Price to Book 2.342 2.256
Price to Sales 1.564 1.659
Price to Cash Flow 10.030 9.138
Dividend Yield 2.122 2.460
5 Years Earnings Growth 9.843 9.929

Sector Allocation

Name  Net % Category Average
Technology 22.820 19.267
Financial Services 16.470 16.197
Industrials 11.740 10.818
Healthcare 11.490 11.578
Consumer Cyclical 10.580 10.503
Communication Services 7.470 7.181
Consumer Defensive 5.230 6.680
Energy 4.750 4.118
Real Estate 3.520 7.111
Basic Materials 3.320 3.610
Utilities 2.600 2.938

Region Allocation

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

Top Holdings

Number of long holdings: 21

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 15.71 - -
Columbia Mid Cap Index Inst - 11.71 - -
Columbia Overseas Core Institutional - 10.59 - -
Columbia Large Cap Index Inst - 8.66 - -
  Columbia Research Enhanced Core US19761L7064 7.79 34.91 +0.01%
Columbia Total Return Bond Inst - 6.61 - -
Columbia Small Cap Index Inst - 6.38 - -
  Vanguard FTSE Developed Markets US9219438580 4.53 55.92 +0.61%
Columbia Disciplined Core Inst - 3.95 - -
Columbia Corporate Income Inst - 3.07 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 410.66M -2.58 8.97 9.00
  SC Future Scholar Advisor 529 Modea 342.91M -0.98 6.52 6.36
  SC Future Scholar Advisor 529 Colua 274.21M -0.40 5.91 5.43
  SC Future Scholar 529 Direct Large 255.55M -5.02 11.97 12.10
  SC Future Scholar 529 Direct Growth 233.89M -2.17 8.40 8.42
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