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Sc Future Scholar Advisor 529 Columbia Moderate Portfolio A (0P0000O6OK)

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34.820 +0.050    +0.14%
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: 261.21M
SC Future Scholar Advisor 529 Columbia Moderate Po 34.820 +0.050 +0.14%

0P0000O6OK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Columbia Moderate Po (0P0000O6OK) fund. Our SC Future Scholar Advisor 529 Columbia Moderate Po 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 6.200 9.400 3.200
Stocks 52.540 52.540 0.000
Bonds 41.070 41.590 0.520
Convertible 0.050 0.050 0.000
Preferred 0.020 0.020 0.000
Other 0.130 0.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.257 17.345
Price to Book 2.697 2.540
Price to Sales 1.716 1.878
Price to Cash Flow 11.564 11.102
Dividend Yield 1.866 2.215
5 Years Earnings Growth 11.610 10.958

Sector Allocation

Name  Net % Category Average
Technology 24.680 21.108
Financial Services 13.870 15.446
Industrials 11.780 11.050
Healthcare 11.600 11.839
Consumer Cyclical 10.790 9.680
Communication Services 7.660 7.190
Consumer Defensive 5.590 6.262
Energy 4.570 4.383
Basic Materials 3.670 4.035
Real Estate 3.410 5.661
Utilities 2.380 3.346

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 Contrarian Core Inst - 13.11 - -
Columbia US Treasury Index Inst - 12.38 - -
Columbia Large Cap Index Inst - 10.19 - -
Columbia Corporate Income Inst - 9.02 - -
Columbia Quality Income Inst - 8.28 - -
Columbia Mid Cap Index Inst - 8.15 - -
Columbia Total Return Bond Inst - 7.54 - -
Columbia Overseas Core Institutional - 5.39 - -
Columbia Small Cap Index Inst - 4.51 - -
Columbia Income Opportunities Inst - 4.48 - -

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 529 Direct Large 247.35M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 220M 18.96 7.28 9.32
  SC Future Scholar 529 Direct Modera 210.74M 14.98 5.05 7.46
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