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Sc Future Scholar Advisor 529 Age-based Moderate 0-3 Years I (0P0000X5D8)

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62.130 +0.440    +0.71%
24/12 - 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
SC Future Scholar Advisor 529 Age-Based Moderate 0 62.130 +0.440 +0.71%

0P0000X5D8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Moderate 0 (0P0000X5D8) fund. Our SC Future Scholar Advisor 529 Age-Based Moderate 0 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 1.510 6.530 5.020
Stocks 82.830 82.860 0.030
Bonds 13.610 14.000 0.390
Convertible 1.790 1.790 0.000
Preferred 0.190 0.190 0.000
Other 0.070 0.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.968 16.943
Price to Book 2.705 2.332
Price to Sales 1.811 1.700
Price to Cash Flow 11.891 9.564
Dividend Yield 1.820 2.402
5 Years Earnings Growth 10.987 10.456

Sector Allocation

Name  Net % Category Average
Technology 24.450 19.744
Financial Services 14.600 15.598
Industrials 12.140 10.800
Healthcare 11.000 11.633
Consumer Cyclical 10.790 10.580
Communication Services 7.600 7.150
Consumer Defensive 5.390 6.636
Energy 4.650 4.135
Basic Materials 3.550 3.695
Real Estate 3.350 7.103
Utilities 2.480 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: 20

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 17.81 - -
Columbia Contrarian Core Inst - 16.32 - -
Columbia Mid Cap Index Inst - 12.46 - -
Columbia Overseas Core Institutional - 8.34 - -
Columbia Small Cap Index Inst - 7.06 - -
Columbia Total Return Bond Inst - 6.43 - -
  Vanguard FTSE Developed Markets US9219438580 4.58 48.23 +0.40%
  Vanguard Russell 1000 Growth US92206C6802 4.21 107.08 -0.10%
Columbia Disciplined Core Inst - 4.06 - -
Columbia Select Large Cap Equity Inst - 2.52 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 390.6M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 340.42M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 266.73M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 248.43M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 223.66M 18.96 7.28 9.32
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