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

US Funds

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21.130 -0.040 -0.19%

15/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 206.35M

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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	39.970	40.100	0.130
Shares	10.680	10.680	0.000
Bonds	49.320	49.430	0.110
Convertible	0.010	0.010	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.313	16.806
Price to Book	4.040	2.225
Price to Sales	2.566	1.638
Price to Cash Flow	13.880	8.823
Dividend Yield	1.572	2.761
5 Years Earnings Growth	9.120	9.165

Sector Allocation

Name	Net %	Category Average
Technology	31.910	19.539
Financial Services	14.110	15.313
Healthcare	10.690	11.401
Consumer Cyclical	10.630	9.794
Communication Services	9.290	7.897
Industrials	7.570	10.096
Consumer Defensive	6.100	6.740
Energy	3.160	3.763
Utilities	2.480	3.007
Real Estate	2.270	9.263
Basic Materials	1.790	3.188

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	9.83	28.81	+0.14%
Vanguard Mortgage-Backed Securities	US92206C7719	9.17	45.83	+0.24%
Columbia Large Cap Index Inst	-	8.19	-	-
Vanguard Total Bond Market II Idx I	-	7.73	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	7.26	59.13	+0.27%
Vanguard Short-Term Government Bond	US92206C1027	5.46	58.52	+0.15%
SPDR Portfolio High Yield Bond	US78468R6062	5.20	23.60	+0.25%
Vanguard Long-Term Government Bond	US92206C8477	3.06	54.31	+0.18%
Vanguard Emerging Mkts Govt Bd ETF	-	2.58	-	-
Columbia Research Enhanced Core	US19761L7064	2.50	37.25	+0.51%

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	431.52M	6.69	15.31	10.09
SC Future Scholar Advisor 529 Modea	354.57M	6.06	11.35	7.17
SC Future Scholar Advisor 529 Colua	282.75M	5.60	9.91	6.14
SC Future Scholar 529 Direct Large	270.15M	6.07	19.49	13.43
SC Future Scholar 529 Direct Growth	245.84M	6.34	14.14	9.44

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Recent Quotes

Name	Price	Chg.	Chg. %
SC Future Scholar.	21.130	-0.040	-0.19%
Invesco Funds I.	20.060	+0.060	+0.30%
Universal Invest .	148.010	+0.130	+0.09%
Mundiplan Monetar.	6.586	+0.002	+0.02%
Sterling Capital .	28.46	-0.20	-0.70%
KAPITALO APOLLO F.	9.253	+0.019	+0.20%
Spain CDS 1 Year .	8.61	-0.01	-0.12%
iShares North Ame.	4.327	-0.003	-0.06%