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Sc Future Scholar 529 (direct) Age-based Moderate Track 0-3 Years (0P0000X5FJ)

US Funds

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54.590 +0.550 +1.02%

13/02 - 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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0P0000X5FJ Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FJ) fund. Our SC Future Scholar 529 Direct Age-Based Moderate Tr 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	0.230	1.450	1.220
Stocks	82.620	82.620	0.000
Bonds	17.110	17.150	0.040
Convertible	0.010	0.010	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.091	16.951
Price to Book	2.720	2.327
Price to Sales	1.873	1.706
Price to Cash Flow	11.985	9.597
Dividend Yield	1.841	2.392
5 Years Earnings Growth	10.327	10.148

Sector Allocation

Name	Net %	Category Average
Technology	25.170	20.086
Financial Services	15.590	15.745
Consumer Cyclical	11.960	10.840
Industrials	11.740	10.678
Healthcare	10.010	11.326
Communication Services	6.870	7.246
Consumer Defensive	5.470	6.563
Energy	3.820	4.074
Real Estate	3.610	7.030
Basic Materials	3.240	3.528
Utilities	2.520	2.882

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	-	48.97	-	-
Vanguard Developed Markets Index Ins Pls	-	13.77	-	-
Columbia Mid Cap Index Inst	-	12.05	-	-
Vanguard Total Bond Market II Idx I	-	7.36	-	-
SPDR Portfolio S&P 600 Small Cap	US78468R8530	6.45	45.70	-0.04%
Vanguard Mortgage-Backed Securities	US92206C7719	3.02	45.73	+0.42%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	2.26	80.98	+0.37%
SPDR Portfolio High Yield Bond	US78468R6062	1.86	23.75	+0.08%
Vanguard Intermediate-Term Government Bond	US92206C7065	1.71	58.29	+0.31%
Vanguard Emerging Mkts Stock Idx Instl	-	1.64	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	405.54M	3.02	8.22	10.18
SC Future Scholar Advisor 529 Modea	341.12M	2.40	4.78	7.12
SC Future Scholar Advisor 529 Colua	268.31M	2.05	3.95	6.00
SC Future Scholar 529 Direct Large	260.03M	2.76	11.70	13.55
SC Future Scholar 529 Direct Growth	230.65M	2.74	7.41	9.45

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	54.590	+0.550	+1.02%