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

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73.510 -0.860    -1.16%
01/08 - 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 73.510 -0.860 -1.16%

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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Name  Net %  Long %  Short %
Cash 0.810 6.800 5.990
Shares 91.190 91.210 0.020
Bonds 7.030 7.130 0.100
Convertible 0.810 0.810 0.000
Preferred 0.130 0.130 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.589 18.852
Price to Book 2.529 2.972
Price to Sales 1.651 2.377
Price to Cash Flow 10.887 12.718
Dividend Yield 2.066 1.624
5 Years Earnings Growth 9.551 10.508

Sector Allocation

Name  Net % Category Average
Technology 23.800 24.173
Financial Services 16.490 22.416
Industrials 12.120 6.938
Consumer Cyclical 11.240 7.993
Healthcare 10.370 19.993
Communication Services 7.260 6.673
Consumer Defensive 5.200 4.621
Energy 4.320 4.550
Basic Materials 3.420 2.329
Real Estate 3.420 2.385
Utilities 2.350 1.619

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 - 17.82 - -
Columbia Mid Cap Index Inst - 13.94 - -
Columbia Overseas Core Institutional - 13.82 - -
  Columbia Research Enhanced Core US19761L7064 8.89 37.85 +1.72%
Columbia Small Cap Index Inst - 8.38 - -
Columbia Large Cap Index Inst - 5.79 - -
  Vanguard Russell 1000 Growth US92206C6802 5.00 113.34 +1.94%
  Vanguard FTSE Developed Markets US9219438580 4.84 56.80 +1.39%
Columbia Total Return Bond Inst - 4.69 - -
Columbia Disciplined Core Inst - 4.01 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 430.07M 6.69 15.31 10.09
  SC Future Scholar Advisor 529 Modea 353.97M 6.06 11.35 7.17
  SC Future Scholar Advisor 529 Colua 283.76M 5.60 9.91 6.14
  SC Future Scholar 529 Direct Large 269.65M 6.07 19.49 13.43
  SC Future Scholar 529 Direct Growth 245.14M 6.34 14.14 9.44
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