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Sc Future Scholar Advisor 529 Moderate Growth Portfolio A (0P0000O6MX)

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41.840 +0.350    +0.84%
24/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 350.78M
SC Future Scholar Advisor 529 Moderate Growth Port 41.840 +0.350 +0.84%

0P0000O6MX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Moderate Growth Port (0P0000O6MX) fund. Our SC Future Scholar Advisor 529 Moderate Growth Port 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 1.750 5.710 3.960
Shares 60.010 60.010 0.000
Bonds 36.310 36.500 0.190
Convertible 1.630 1.630 0.000
Preferred 0.240 0.240 0.000
Other 0.050 0.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.789 17.544
Price to Book 2.300 2.842
Price to Sales 1.535 2.078
Price to Cash Flow 9.925 11.228
Dividend Yield 2.127 2.204
5 Years Earnings Growth 9.848 10.019

Sector Allocation

Name  Net % Category Average
Technology 22.400 21.465
Financial Services 16.530 16.989
Industrials 11.950 10.974
Healthcare 11.590 12.842
Consumer Cyclical 10.610 9.604
Communication Services 7.400 7.034
Consumer Defensive 5.130 6.612
Energy 4.820 4.877
Real Estate 3.610 3.351
Basic Materials 3.370 3.258
Utilities 2.580 2.994

Region Allocation

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

Top Holdings

Number of long holdings: 21

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.40 - -
Columbia Mid Cap Index Inst - 9.68 - -
Columbia US Treasury Index Inst - 9.63 - -
Columbia Overseas Core Institutional - 8.74 - -
Columbia Total Return Bond Inst - 7.98 - -
Columbia Corporate Income Inst - 7.16 - -
Columbia Quality Income Inst - 7.02 - -
Columbia Small Cap Index Inst - 5.28 - -
  Columbia Research Enhanced Core US19761L7064 4.85 36.37 +0.72%
Columbia Large Cap Index Inst - 4.75 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 418.81M 2.39 10.50 9.44
  SC Future Scholar Advisor 529 Colua 280.68M 2.31 6.67 5.66
  SC Future Scholar 529 Direct Large 264.09M 0.95 14.20 12.65
  SC Future Scholar 529 Direct Growth 238.75M 2.28 9.76 8.83
  SC Future Scholar 529 Direct Age B6 210.74M 2.25 7.73 7.07
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