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

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20.750 0.000    0.00%
31/07 - Closed. 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 20.750 0.000 0.00%

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 39.960 40.320 0.360
Shares 10.420 10.420 0.000
Bonds 49.510 49.750 0.240
Convertible 0.020 0.020 0.000
Preferred 0.030 0.030 0.000
Other 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.680 17.852
Price to Book 4.304 3.043
Price to Sales 2.884 1.931
Price to Cash Flow 14.422 10.050
Dividend Yield 1.400 2.568
5 Years Earnings Growth 9.712 8.871

Sector Allocation

Name  Net % Category Average
Technology 35.190 20.815
Financial Services 14.010 15.434
Communication Services 11.320 7.665
Healthcare 9.790 11.097
Consumer Cyclical 9.690 9.919
Industrials 7.650 9.888
Consumer Defensive 4.300 6.471
Energy 2.960 4.023
Utilities 2.000 3.293
Real Estate 1.630 8.229
Basic Materials 1.450 3.166

Region Allocation

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

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia US Treasury Index Inst - 16.14 - -
Columbia Total Return Bond Inst - 10.53 - -
Columbia Quality Income Inst - 8.64 - -
Columbia Corporate Income Inst - 8.04 - -
Columbia Income Opportunities Inst - 5.02 - -
Columbia Contrarian Core Inst - 4.25 - -
Columbia Emerging Markets Bond Inst - 2.55 - -
  Columbia Research Enhanced Core US19761L7064 2.11 37.21 -1.35%
Columbia Large Cap Index Inst - 2.09 - -
Columbia Disciplined Core Inst - 2.05 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 434.81M 6.69 15.31 10.09
  SC Future Scholar Advisor 529 Modea 356.48M 6.06 11.35 7.17
  SC Future Scholar Advisor 529 Colua 284.74M 5.60 9.91 6.14
  SC Future Scholar 529 Direct Large 273.9M 6.07 19.49 13.43
  SC Future Scholar 529 Direct Growth 247.55M 6.34 14.14 9.44
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