Breaking News
Get 45% Off 0
Investors lost 37% by missing this ONE signal 😵
Read now
Close

Sc Future Scholar Advisor 529 Age-based Aggressive 10-11 Years I (0P0000O69G)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
40.940 -0.460    -1.11%
10/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar Advisor 529 Age-Based Aggressive 40.940 -0.460 -1.11%

0P0000O69G Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O69G) 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

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.710 9.180 3.470
Shares 50.860 50.860 0.000
Bonds 43.340 43.910 0.570
Convertible 0.040 0.040 0.000
Preferred 0.020 0.020 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.968 16.991
Price to Book 2.738 2.326
Price to Sales 1.811 1.678
Price to Cash Flow 11.811 9.680
Dividend Yield 1.775 2.435
5 Years Earnings Growth 10.218 9.646

Sector Allocation

Name  Net % Category Average
Technology 25.550 20.598
Financial Services 14.870 15.495
Consumer Cyclical 11.850 10.718
Industrials 11.330 10.715
Healthcare 10.410 10.920
Communication Services 8.100 7.225
Consumer Defensive 5.270 6.348
Energy 4.520 4.139
Real Estate 3.010 7.634
Basic Materials 2.840 3.393
Utilities 2.250 2.814

Region Allocation

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

Top Holdings

Number of long holdings: 20

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.30 - -
Columbia US Treasury Index Inst - 12.27 - -
Columbia Total Return Bond Inst - 9.76 - -
Columbia Corporate Income Inst - 8.31 - -
Columbia Quality Income Inst - 8.30 - -
Columbia Mid Cap Index Inst - 8.11 - -
Columbia Large Cap Index Inst - 8.00 - -
Columbia Overseas Core Institutional - 5.97 - -
Columbia Income Opportunities Inst - 4.45 - -
Columbia Small Cap Index Inst - 4.02 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 389.47M 3.02 8.22 10.18
  SC Future Scholar Advisor 529 Modea 333.12M 2.40 4.78 7.12
  SC Future Scholar Advisor 529 Colua 264.16M 2.05 3.95 6.00
  SC Future Scholar 529 Direct Large 243.58M 2.76 11.70 13.55
  SC Future Scholar 529 Direct Growth 222.96M 2.74 7.41 9.45
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O69G Comments

Write your thoughts about Sc Future Scholar Advisor 529 Age-based Aggressive 10-11 Years I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email