
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.340 | 40.700 | 0.360 |
Shares | 10.530 | 10.530 | 0.000 |
Bonds | 49.030 | 49.270 | 0.240 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.580 | 17.380 |
Price to Book | 4.085 | 2.974 |
Price to Sales | 2.695 | 1.880 |
Price to Cash Flow | 13.699 | 9.828 |
Dividend Yield | 1.490 | 2.601 |
5 Years Earnings Growth | 9.436 | 8.869 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.130 | 20.173 |
Financial Services | 13.960 | 15.466 |
Healthcare | 11.900 | 11.649 |
Communication Services | 10.590 | 7.506 |
Consumer Cyclical | 9.610 | 9.830 |
Industrials | 7.320 | 9.810 |
Consumer Defensive | 4.840 | 6.669 |
Energy | 3.160 | 4.112 |
Utilities | 2.280 | 3.281 |
Real Estate | 1.830 | 8.296 |
Basic Materials | 1.370 | 3.206 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.09 | - | - | |
Columbia Total Return Bond Inst | - | 10.17 | - | - | |
Columbia Quality Income Inst | - | 8.62 | - | - | |
Columbia Corporate Income Inst | - | 8.02 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.49 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.51 | - | - | |
Columbia Large Cap Index Inst | - | 2.08 | - | - | |
Columbia Disciplined Core Inst | - | 2.03 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.02 | 36.72 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 425.42M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 353.11M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 282.25M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 266.11M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 243.02M | 2.28 | 9.76 | 8.83 |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review