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Sc Future Scholar 529 (direct) Age-based Aggressive Track 0-3 Years (0P0000O6NJ)

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57.460 +0.290    +0.51%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.42M
SC Future Scholar 529 Direct Age-Based Aggressive 57.460 +0.290 +0.51%

0P0000O6NJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Aggressive (0P0000O6NJ) fund. Our SC Future Scholar 529 Direct Age-Based Aggressive 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 0.050 1.770 1.720
Stocks 92.820 92.820 0.000
Bonds 7.090 7.100 0.010
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.466 16.943
Price to Book 2.621 2.332
Price to Sales 1.772 1.700
Price to Cash Flow 11.515 9.564
Dividend Yield 1.916 2.402
5 Years Earnings Growth 11.307 10.456

Sector Allocation

Name  Net % Category Average
Technology 23.550 19.744
Financial Services 15.480 15.598
Industrials 12.510 10.800
Consumer Cyclical 11.160 10.580
Healthcare 10.810 11.633
Communication Services 6.470 7.150
Consumer Defensive 5.600 6.636
Energy 4.090 4.135
Real Estate 3.920 7.103
Basic Materials 3.770 3.695
Utilities 2.650 2.926

Region Allocation

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

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 51.36 - -
Vanguard Developed Markets Index Ins Pls - 17.48 - -
Columbia Mid Cap Index Inst - 14.09 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.54 45.55 +0.89%
Vanguard Total Bond Market II Idx I - 5.57 - -
Vanguard Emerging Mkts Stock Idx Instl - 1.51 - -
  SPDR Portfolio High Yield Bond US78468R6062 1.45 23.46 +0.30%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 384.16M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 332.75M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 261.21M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32
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