Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A (0P0000O6OK)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
34.440 +0.010    +0.03%
01/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 256.24M
SC Future Scholar Advisor 529 Columbia Moderate Po 34.440 +0.010 +0.03%

0P0000O6OK Overview

 
Find basic information about the Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O6OK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change18.07%
Prev. Close34.43
Risk Rating
TTM YieldN/A
ROE25.79%
IssuerColumbia Management Inv Distri, Inc.
TurnoverN/A
ROA11.38%
Inception DateMar 13, 2002
Total Assets256.24M
ExpensesN/A
Min. InvestmentN/A
Market Cap78.65B
CategoryStatic Allocation - - 30% to 50% Equity
What is your sentiment on SC Future Scholar Advisor 529 Columbia Moderate Po?
or
Vote to see community's results!

Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1113 1056 1215 1115 1392 1814
Fund Return 11.34% 5.62% 21.55% 3.69% 6.84% 6.14%
Place in category 12 51 8 19 15 13
% in Category 8 44 6 19 18 21

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 368.26M 16.58 8.09 10.10
  SC Future Scholar Advisor 529 Modea 327.69M 12.56 4.38 7.21
  SC Future Scholar 529 Direct Large 233.95M 21.89 11.73 13.17
  SC Future Scholar 529 Direct Growth 211.73M 15.62 7.31 9.42
  SC Future Scholar 529 Direct Age B6 210.74M 12.81 5.17 7.62

Top Funds for Static Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Mog 2.21B 10.96 3.43 6.29
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 10.89 3.37 6.11
  IA College Savings Iowa 529 Conserv 512.94M 9.47 2.28 5.14
  CO CollegeInvest Direct 529 Moderat 470.74M 10.83 3.27 6.06
  NV Vanguard 529 College Savings Plm 285.64M 10.93 3.41 6.02

Top Holdings

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.11 - -
Columbia US Treasury Index Inst - 12.36 - -
Columbia Large Cap Index Inst - 10.18 - -
Columbia Corporate Income Inst - 9.26 - -
Columbia Quality Income Inst - 8.39 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O6OK Comments

Write your thoughts about Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email