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Sc Future Scholar Advisor 529 Aggressive Growth Portfolio I (0P0000O6FP)

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74.020 -0.420    -0.56%
11/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 14.58M
SC Future Scholar Advisor 529 Aggressive Growth Po 74.020 -0.420 -0.56%

0P0000O6FP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Aggressive Growth Po (0P0000O6FP) fund. Our SC Future Scholar Advisor 529 Aggressive Growth Po 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 0.940 7.560 6.620
Shares 91.020 91.020 0.000
Bonds 7.090 7.190 0.100
Convertible 0.810 0.810 0.000
Preferred 0.110 0.110 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.728 18.210
Price to Book 2.374 2.913
Price to Sales 1.551 2.331
Price to Cash Flow 10.308 12.342
Dividend Yield 2.171 1.668
5 Years Earnings Growth 9.379 10.538

Sector Allocation

Name  Net % Category Average
Technology 22.450 23.454
Financial Services 16.610 22.468
Industrials 12.110 6.917
Healthcare 11.440 20.516
Consumer Cyclical 10.700 7.874
Communication Services 7.190 6.663
Consumer Defensive 5.410 4.745
Energy 4.450 4.620
Real Estate 3.580 2.449
Basic Materials 3.450 2.373
Utilities 2.600 1.699

Region Allocation

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

Top Holdings

Number of long holdings: 18

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 17.76 - -
Columbia Mid Cap Index Inst - 13.87 - -
Columbia Overseas Core Institutional - 13.77 - -
  Columbia Research Enhanced Core US19761L7064 8.85 37.18 0.00%
Columbia Small Cap Index Inst - 8.40 - -
Columbia Large Cap Index Inst - 5.80 - -
  Vanguard FTSE Developed Markets US9219438580 4.95 56.94 +0.12%
Columbia Total Return Bond Inst - 4.73 - -
Columbia Disciplined Core Inst - 4.01 - -
Columbia Select Large Cap Equity Inst - 3.21 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 437.11M 6.69 15.31 10.09
  SC Future Scholar Advisor 529 Modea 358.06M 6.06 11.35 7.17
  SC Future Scholar Advisor 529 Colua 285.09M 5.60 9.91 6.14
  SC Future Scholar 529 Direct Large 271.93M 6.07 19.49 13.43
  SC Future Scholar 529 Direct Growth 248.68M 6.34 14.14 9.44
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