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

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67.700 +0.370    +0.55%
08/05 - 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 67.700 +0.370 +0.55%

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 1.340 7.120 5.780
Shares 90.390 90.390 0.000
Bonds 7.320 7.420 0.100
Convertible 0.820 0.820 0.000
Preferred 0.120 0.120 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.784 17.526
Price to Book 2.325 2.855
Price to Sales 1.530 2.298
Price to Cash Flow 10.211 12.224
Dividend Yield 2.084 1.665
5 Years Earnings Growth 10.265 11.080

Sector Allocation

Name  Net % Category Average
Technology 21.990 23.415
Financial Services 16.650 22.591
Industrials 12.000 6.543
Healthcare 11.570 20.776
Consumer Cyclical 10.660 8.028
Communication Services 7.240 6.492
Consumer Defensive 5.180 4.569
Energy 4.940 4.903
Real Estate 3.670 2.497
Basic Materials 3.470 2.296
Utilities 2.640 1.751

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 - 17.67 - -
Columbia Mid Cap Index Inst - 13.92 - -
Columbia Overseas Core Institutional - 13.66 - -
  Columbia Research Enhanced Core US19761L7064 8.97 33.37 -0.27%
Columbia Small Cap Index Inst - 8.56 - -
Columbia Large Cap Index Inst - 5.61 - -
Columbia Total Return Bond Inst - 4.85 - -
  Vanguard FTSE Developed Markets US9219438580 4.82 53.68 +0.65%
Columbia Disciplined Core Inst - 3.95 - -
Columbia Select Large Cap Value 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 388.15M -2.58 8.97 9.00
  SC Future Scholar Advisor 529 Modea 332.25M -0.98 6.52 6.36
  SC Future Scholar Advisor 529 Colua 265.21M -0.40 5.91 5.43
  SC Future Scholar 529 Direct Large 240.77M -5.02 11.97 12.10
  SC Future Scholar 529 Direct Growth 222.28M -2.17 8.40 8.42
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