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Sc Future Scholar Advisor 529 Columbia Conservative Portfolio C (0P0000O78D)

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17.440 0.000    0.00%
28/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 28.36M
SC Future Scholar Advisor 529 Columbia Conservativ 17.440 0.000 0.00%

0P0000O78D Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Columbia Conservativ (0P0000O78D) fund. Our SC Future Scholar Advisor 529 Columbia Conservativ 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 39.970 40.360 0.390
Shares 10.410 10.410 0.000
Bonds 49.510 49.750 0.240
Convertible 0.020 0.020 0.000
Preferred 0.030 0.030 0.000
Other 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.449 15.868
Price to Book 4.255 2.454
Price to Sales 2.807 1.991
Price to Cash Flow 14.239 7.623
Dividend Yield 1.428 2.244
5 Years Earnings Growth 9.726 23.052

Sector Allocation

Name  Net % Category Average
Technology 33.930 22.634
Financial Services 14.180 15.723
Communication Services 10.810 9.309
Healthcare 10.330 11.236
Consumer Cyclical 9.940 16.645
Industrials 7.700 9.362
Consumer Defensive 4.650 5.094
Energy 3.110 6.345
Utilities 2.120 4.987
Real Estate 1.790 4.158
Basic Materials 1.450 14.983

Region Allocation

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

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia US Treasury Index Inst - 16.14 - -
Columbia Total Return Bond Inst - 10.53 - -
Columbia Quality Income Inst - 8.64 - -
Columbia Corporate Income Inst - 8.04 - -
Columbia Income Opportunities Inst - 5.02 - -
Columbia Contrarian Core Inst - 4.25 - -
Columbia Emerging Markets Bond Inst - 2.55 - -
  Columbia Research Enhanced Core US19761L7064 2.11 38.03 -0.26%
Columbia Large Cap Index Inst - 2.09 - -
Columbia Disciplined Core Inst - 2.05 - -

Top Bond Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Conser 200.65M 3.56 5.27 3.19
  SC Future Scholar Advisor 529 Coluz 18.67M 3.76 5.32 3.18
  SC Future Scholar 529 Direct Bond I 12.17M 3.99 2.61 1.71
  SC Future Scholar Advisor 529 Colue 11.77M 3.47 4.81 2.67
  SC Future Scholar TIPS Bond ETF 529 4.94M 4.63 2.22 2.50
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