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Sc Future Scholar Advisor 529 Age-based Aggressive 18+ Years I (0P0000O6HE)

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20.070 +0.010    +0.05%
24/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.23M
SC Future Scholar Advisor 529 Age-Based Aggressive 20.070 +0.010 +0.05%

0P0000O6HE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O6HE) 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 42.160 42.480 0.320
Shares 10.790 10.790 0.000
Bonds 46.840 47.530 0.690
Convertible 0.050 0.050 0.000
Preferred 0.020 0.020 0.000
Other 0.140 0.140 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.780 17.489
Price to Book 4.298 3.016
Price to Sales 2.688 1.904
Price to Cash Flow 15.088 10.168
Dividend Yield 1.437 2.567
5 Years Earnings Growth 9.892 9.335

Sector Allocation

Name  Net % Category Average
Technology 33.280 20.377
Financial Services 13.220 15.148
Consumer Cyclical 10.750 9.964
Healthcare 10.410 11.599
Communication Services 10.210 7.388
Industrials 7.590 9.823
Consumer Defensive 5.510 6.596
Energy 3.390 4.212
Utilities 2.460 3.299
Real Estate 1.800 8.302
Basic Materials 1.370 3.289

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia US Treasury Index Inst - 16.04 - -
Columbia Total Return Bond Inst - 10.52 - -
Columbia Quality Income Inst - 8.51 - -
Columbia Corporate Income Inst - 7.51 - -
Columbia Income Opportunities Inst - 5.01 - -
Columbia Large Cap Index Inst - 4.42 - -
Columbia Contrarian Core Inst - 4.42 - -
Columbia Emerging Markets Bond Inst - 2.51 - -
Columbia Disciplined Core Inst - 1.97 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 402.37M 15.96 5.33 9.67
  SC Future Scholar Advisor 529 Modea 339.2M 11.22 2.53 6.78
  SC Future Scholar Advisor 529 Colua 267.22M 9.85 2.02 5.72
  SC Future Scholar 529 Direct Large 258.25M 24.74 8.75 12.89
  SC Future Scholar 529 Direct Growth 230.26M 14.98 4.76 9.00
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