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Sc Future Scholar 529 (direct) Age-based Aggressive Track 10-11 Years (0P0000O6PC)

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37.970 +0.160    +0.42%
26/09 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 182.94M
SC Future Scholar 529 Direct Age-Based Aggressive 37.970 +0.160 +0.42%

0P0000O6PC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Aggressive (0P0000O6PC) 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 4.840 5.240 0.400
Stocks 52.840 52.840 0.000
Bonds 42.300 42.390 0.090
Convertible 0.010 0.010 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.411 18.618
Price to Book 2.793 2.626
Price to Sales 1.867 1.923
Price to Cash Flow 12.024 11.215
Dividend Yield 1.808 2.105
5 Years Earnings Growth 11.974 11.525

Sector Allocation

Name  Net % Category Average
Technology 25.220 20.966
Financial Services 14.480 14.989
Industrials 11.790 10.673
Consumer Cyclical 11.360 10.671
Healthcare 11.130 11.814
Communication Services 6.670 8.011
Consumer Defensive 5.510 6.293
Energy 4.160 3.726
Real Estate 3.720 6.620
Basic Materials 3.540 3.573
Utilities 2.410 2.666

Region Allocation

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

Top Holdings

Number of long holdings: 14

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 29.24 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 11.08 60.59 +0.33%
Vanguard Total Bond Market II Idx I - 9.69 - -
Vanguard Developed Markets Index Ins Pls - 8.42 - -
  Vanguard Mortgage-Backed Securities US92206C7719 8.30 47.31 +0.25%
Columbia Mid Cap Index Inst - 8.14 - -
  Vanguard Intermediate-Term Corporate Bond US92206C8709 7.89 83.95 +0.37%
  SPDR Portfolio High Yield Bond US78468R6062 4.10 24.07 +0.38%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 4.08 45.33 +0.67%
  Vanguard Russell 1000 Growth US92206C6802 2.52 96.13 -0.54%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 370.78M 14.64 6.10 9.62
  SC Future Scholar Advisor 529 Modea 333.68M 10.91 2.82 6.81
  SC Future Scholar Advisor 529 Colua 258.63M 9.79 2.28 5.80
  SC Future Scholar 529 Direct Growth 214.86M 13.70 5.43 8.98
  SC Future Scholar 529 Direct Large 233.33M 19.34 9.18 12.76
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