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

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20.380 +0.040    +0.20%
04/11 - Delayed Data. 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 20.380 +0.040 +0.20%

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 38.280 38.460 0.180
Shares 11.220 11.220 0.000
Bonds 50.470 50.570 0.100
Convertible 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.338 16.752
Price to Book 4.258 2.258
Price to Sales 2.825 1.669
Price to Cash Flow 15.503 9.079
Dividend Yield 1.436 2.733
5 Years Earnings Growth 11.828 9.925

Sector Allocation

Name  Net % Category Average
Technology 32.340 19.570
Financial Services 12.870 14.783
Healthcare 12.190 12.058
Consumer Cyclical 9.860 9.713
Communication Services 8.760 7.594
Industrials 7.560 9.978
Consumer Defensive 5.980 6.774
Energy 3.520 3.891
Utilities 2.550 3.050
Real Estate 2.350 9.261
Basic Materials 2.000 3.326

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Vanguard Intermediate-Term Government Bond US92206C7065 15.46 58.60 -0.02%
Columbia Large Cap Index Inst - 11.21 - -
Vanguard Total Bond Market II Idx I - 10.42 - -
  Vanguard Mortgage-Backed Securities US92206C7719 9.00 45.82 +0.33%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 8.97 81.37 +0.28%
  SPDR Portfolio High Yield Bond US78468R6062 5.06 23.66 +0.32%
Vanguard Emerging Mkts Govt Bd ETF - 2.54 - -
Vanguard Russell 1000 Growth ETF - 0.00 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 368.26M 16.58 8.09 10.10
  SC Future Scholar Advisor 529 Modea 327.69M 12.56 4.38 7.21
  SC Future Scholar Advisor 529 Colua 256.24M 11.34 3.69 6.14
  SC Future Scholar 529 Direct Large 233.95M 21.89 11.73 13.17
  SC Future Scholar 529 Direct Growth 211.73M 15.62 7.31 9.42
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