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Sc Future Scholar Advisor 529 Age-based Aggressive 4-5 Years I (0P0000O6GY)

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59.130 +0.950    +1.63%
24/04 - Closed. 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 59.130 +0.950 +1.63%

0P0000O6GY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O6GY) 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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Status

Name  Net %  Long %  Short %
Cash 1.430 12.670 11.240
Shares 80.610 80.610 0.000
Bonds 16.100 16.450 0.350
Convertible 1.640 1.640 0.000
Preferred 0.210 0.210 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.105 16.671
Price to Book 2.430 2.277
Price to Sales 1.592 1.670
Price to Cash Flow 10.462 9.252
Dividend Yield 2.012 2.434
5 Years Earnings Growth 10.213 10.064

Sector Allocation

Name  Net % Category Average
Technology 23.290 19.327
Financial Services 16.380 16.174
Industrials 11.710 10.750
Healthcare 11.130 11.558
Consumer Cyclical 11.070 10.592
Communication Services 7.720 7.209
Consumer Defensive 5.070 6.617
Energy 4.740 4.168
Real Estate 3.270 7.091
Basic Materials 3.160 3.591
Utilities 2.460 2.925

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 - 15.79 - -
Columbia Mid Cap Index Inst - 11.88 - -
Columbia Overseas Core Institutional - 10.20 - -
Columbia Large Cap Index Inst - 8.71 - -
  Columbia Research Enhanced Core US19761L7064 7.91 32.53 +0.62%
Columbia Total Return Bond Inst - 6.57 - -
Columbia Small Cap Index Inst - 6.52 - -
  Vanguard FTSE Developed Markets US9219438580 4.37 52.44 +0.25%
Columbia Disciplined Core Inst - 3.92 - -
Columbia Corporate Income Inst - 3.08 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 377.04M -2.25 6.29 9.13
  SC Future Scholar Advisor 529 Modea 324.28M -0.85 4.19 6.43
  SC Future Scholar Advisor 529 Colua 259.72M -0.37 3.80 5.47
  SC Future Scholar 529 Direct Large 232.33M -4.36 8.86 12.29
  SC Future Scholar 529 Direct Growth 216.36M -1.84 5.88 8.54
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