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

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33.370 +0.030    +0.09%
25/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 250.61M
SC Future Scholar Advisor 529 Columbia Moderate Po 33.370 +0.030 +0.09%

0P0000O6OK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Columbia Moderate Po (0P0000O6OK) fund. Our SC Future Scholar Advisor 529 Columbia Moderate 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 6.220 9.710 3.490
Shares 51.840 51.840 0.000
Bonds 41.900 42.420 0.520
Convertible 0.040 0.040 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.389 16.864
Price to Book 2.569 2.428
Price to Sales 1.672 1.748
Price to Cash Flow 10.979 10.425
Dividend Yield 1.915 2.341
5 Years Earnings Growth 11.420 10.956

Sector Allocation

Name  Net % Category Average
Technology 24.030 20.136
Financial Services 13.700 15.406
Industrials 12.230 11.025
Consumer Cyclical 11.900 9.926
Healthcare 11.520 12.376
Communication Services 7.370 6.844
Consumer Defensive 5.660 6.586
Energy 5.130 4.902
Basic Materials 3.450 4.154
Real Estate 3.000 5.523
Utilities 2.000 3.124

Region Allocation

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

Top Holdings

Number of long holdings: 20

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.01 - -
Columbia US Treasury Index Inst - 12.64 - -
Columbia Large Cap Index Inst - 9.96 - -
Columbia Quality Income Inst - 8.55 - -
Columbia Corporate Income Inst - 8.01 - -
Columbia Mid Cap Index Inst - 7.97 - -
Columbia Total Return Bond Inst - 7.73 - -
Columbia Overseas Core Institutional - 6.04 - -
Columbia Income Opportunities Inst - 4.53 - -
Columbia Small Cap Index Inst - 3.99 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 373.47M 8.08 5.46 9.30
  SC Future Scholar Advisor 529 Modea 332.98M 4.98 2.00 6.49
  SC Future Scholar 529 Direct Growth 219.43M 7.27 4.82 8.66
  SC Future Scholar 529 Direct Age B6 210.74M 5.08 2.87 6.90
  SC Future Scholar 529 Direct Modera 210.74M 5.08 2.87 6.90
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