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Sc Future Scholar 529 (direct) Age-based Conservative Track 10-11 Years (0P0000X5FU)

US Funds

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27.700 +0.020 +0.07%

23/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

General
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0P0000X5FU Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FU) fund. Our SC Future Scholar 529 Direct Age-Based Conservativ 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	19.660	20.410	0.750
Stocks	31.990	31.990	0.000
Bonds	48.330	48.430	0.100
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	18.294	18.058
Price to Book	2.782	2.603
Price to Sales	1.883	1.918
Price to Cash Flow	12.105	11.188
Dividend Yield	1.794	2.114
5 Years Earnings Growth	10.184	10.826

Sector Allocation

Name	Net %	Category Average
Technology	25.190	20.887
Financial Services	15.400	15.406
Industrials	11.800	10.770
Consumer Cyclical	11.630	10.916
Healthcare	10.410	11.344
Communication Services	6.710	8.051
Consumer Defensive	5.540	6.249
Energy	3.910	3.627
Real Estate	3.690	6.579
Basic Materials	3.150	3.464
Utilities	2.560	2.706

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Index Inst	-	20.32	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	13.49	58.03	+0.16%
Vanguard Mortgage-Backed Securities	US92206C7719	9.56	45.32	+0.13%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	9.43	80.39	+0.11%
Vanguard Total Bond Market II Idx I	-	9.03	-	-
SPDR Portfolio High Yield Bond	US78468R6062	4.79	23.79	+0.08%
Vanguard Developed Markets Index Ins Pls	-	4.46	-	-
Columbia Mid Cap Index Inst	-	4.04	-	-
SPDR Portfolio S&P 600 Small Cap	US78468R8530	3.21	46.49	-0.16%
Vanguard Emerging Mkts Govt Bd ETF	-	2.35	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	400.76M	15.96	5.33	9.67
SC Future Scholar Advisor 529 Modea	338.63M	11.22	2.53	6.78
SC Future Scholar Advisor 529 Colua	266.83M	9.85	2.02	5.72
SC Future Scholar 529 Direct Large	256.67M	24.74	8.75	12.89
SC Future Scholar 529 Direct Growth	229.38M	14.98	4.76	9.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	27.700	+0.020	+0.07%