Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
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
 
34.820 +0.050    +0.14%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 261.21M
SC Future Scholar Advisor 529 Columbia Moderate Po 34.820 +0.050 +0.14%

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

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

Name  Net %  Long %  Short %
Cash 6.200 9.400 3.200
Shares 52.540 52.540 0.000
Bonds 41.070 41.590 0.520
Convertible 0.050 0.050 0.000
Preferred 0.020 0.020 0.000
Other 0.130 0.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.257 17.345
Price to Book 2.697 2.540
Price to Sales 1.716 1.878
Price to Cash Flow 11.564 11.102
Dividend Yield 1.866 2.215
5 Years Earnings Growth 11.610 10.958

Sector Allocation

Name  Net % Category Average
Technology 24.680 21.108
Financial Services 13.870 15.446
Industrials 11.780 11.050
Healthcare 11.600 11.839
Consumer Cyclical 10.790 9.680
Communication Services 7.660 7.190
Consumer Defensive 5.590 6.262
Energy 4.570 4.383
Basic Materials 3.670 4.035
Real Estate 3.410 5.661
Utilities 2.380 3.346

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 - 13.11 - -
Columbia US Treasury Index Inst - 12.38 - -
Columbia Large Cap Index Inst - 10.19 - -
Columbia Corporate Income Inst - 9.02 - -
Columbia Quality Income Inst - 8.28 - -
Columbia Mid Cap Index Inst - 8.15 - -
Columbia Total Return Bond Inst - 7.54 - -
Columbia Overseas Core Institutional - 5.39 - -
Columbia Small Cap Index Inst - 4.51 - -
Columbia Income Opportunities Inst - 4.48 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 332.75M 14.70 4.59 7.05
  SC Future Scholar 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32
  SC Future Scholar 529 Direct Modera 210.74M 14.98 5.05 7.46
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