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Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years (0P0000X5FQ)

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20.660 +0.110    +0.54%
24/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 206.35M
SC Future Scholar 529 (Direct) Age-Based Conservat 20.660 +0.110 +0.54%

0P0000X5FQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 (Direct) Age-Based Conservat (0P0000X5FQ) fund. Our SC Future Scholar 529 (Direct) Age-Based Conservat 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 39.330 40.250 0.920
Shares 10.110 10.110 0.000
Bonds 50.540 50.690 0.150
Convertible 0.020 0.020 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.166 16.505
Price to Book 4.015 2.234
Price to Sales 2.560 1.652
Price to Cash Flow 13.653 8.897
Dividend Yield 1.561 2.745
5 Years Earnings Growth 10.232 9.660

Sector Allocation

Name  Net % Category Average
Technology 31.720 19.551
Financial Services 14.130 15.083
Healthcare 10.930 11.783
Consumer Cyclical 10.630 9.838
Communication Services 9.320 7.726
Industrials 7.310 9.959
Consumer Defensive 5.920 6.694
Energy 3.430 3.851
Utilities 2.550 3.046
Real Estate 2.270 9.244
Basic Materials 1.800 3.228

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 %
  SPDR Portfolio Corporate Bond US78464A1447 9.98 28.83 +0.42%
  Vanguard Mortgage-Backed Securities US92206C7719 9.34 46.12 +0.39%
Columbia Large Cap Index Inst - 7.72 - -
Vanguard Total Bond Market II Idx I - 7.62 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 7.32 59.50 +0.25%
  Vanguard Short-Term Government Bond US92206C1027 5.50 58.78 +0.09%
  SPDR Portfolio High Yield Bond US78468R6062 5.21 23.31 +0.21%
  Vanguard Long-Term Government Bond US92206C8477 3.22 56.41 +0.66%
Vanguard Emerging Mkts Govt Bd ETF - 2.60 - -
  Columbia Research Enhanced Core US19761L7064 2.40 32.53 +0.62%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 377.04M -2.25 6.29 9.13
  SC Future Scholar Advisor 529 Modea 324.28M -0.85 4.19 6.43
  SC Future Scholar Advisor 529 Colua 259.72M -0.37 3.80 5.47
  SC Future Scholar 529 Direct Large 232.33M -4.36 8.86 12.29
  SC Future Scholar 529 Direct Growth 216.36M -1.84 5.88 8.54
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