
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.700 | 5.800 | 4.100 |
Shares | 61.220 | 61.250 | 0.030 |
Bonds | 35.040 | 35.230 | 0.190 |
Convertible | 1.680 | 1.680 | 0.000 |
Preferred | 0.250 | 0.250 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.049 | 18.765 |
Price to Book | 2.627 | 3.013 |
Price to Sales | 1.730 | 2.204 |
Price to Cash Flow | 11.179 | 11.883 |
Dividend Yield | 1.954 | 2.102 |
5 Years Earnings Growth | 9.594 | 9.905 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.430 | 23.228 |
Financial Services | 16.240 | 16.828 |
Industrials | 12.340 | 11.187 |
Consumer Cyclical | 10.880 | 9.489 |
Healthcare | 9.900 | 11.839 |
Communication Services | 7.610 | 7.363 |
Consumer Defensive | 4.790 | 6.381 |
Energy | 4.170 | 4.539 |
Real Estate | 3.240 | 3.203 |
Basic Materials | 3.130 | 3.120 |
Utilities | 2.270 | 2.821 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 14.09 | - | - | |
Columbia Mid Cap Index Inst | - | 10.02 | - | - | |
Columbia US Treasury Index Inst | - | 9.11 | - | - | |
Columbia Overseas Core Institutional | - | 8.47 | - | - | |
Columbia Total Return Bond Inst | - | 8.41 | - | - | |
Columbia Corporate Income Inst | - | 6.90 | - | - | |
Columbia Quality Income Inst | - | 6.67 | - | - | |
Columbia Small Cap Index Inst | - | 5.39 | - | - | |
Columbia Large Cap Index Inst | - | 5.10 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 5.10 | 38.81 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 447.98M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 362.97M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 290.2M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 279.27M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 254.91M | 7.50 | 11.81 | 9.41 |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review