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Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years (0P0000X5FP)

US Funds

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43.770 +0.250 +0.57%

30/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: N/A

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

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0P0000X5FP Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FP) 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	0.340	1.390	1.050
Stocks	62.270	62.270	0.000
Bonds	37.350	37.430	0.080
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	18.011	17.598
Price to Book	2.688	2.481
Price to Sales	1.844	1.837
Price to Cash Flow	11.890	10.758
Dividend Yield	1.833	2.202
5 Years Earnings Growth	10.366	10.956

Sector Allocation

Name	Net %	Category Average
Technology	24.800	20.319
Financial Services	15.630	15.420
Consumer Cyclical	12.050	10.979
Industrials	11.990	10.812
Healthcare	10.020	11.560
Communication Services	6.710	8.360
Consumer Defensive	5.430	6.399
Energy	3.850	3.681
Real Estate	3.750	6.162
Basic Materials	3.270	3.579
Utilities	2.510	2.733

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	-	35.76	-	-
Columbia Mid Cap Index Inst	-	10.13	-	-
Vanguard Developed Markets Index Ins Pls	-	9.99	-	-
Vanguard Total Bond Market II Idx I	-	9.51	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	8.12	58.33	-0.03%
Vanguard Mortgage-Backed Securities	US92206C7719	7.44	45.60	-0.09%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	6.76	80.80	-0.16%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.42	46.24	-0.84%
SPDR Portfolio High Yield Bond	US78468R6062	3.83	23.78	-0.21%
Vanguard Emerging Mkts Govt Bd ETF	-	1.87	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	402.51M	15.96	5.33	9.67
SC Future Scholar Advisor 529 Modea	339.83M	11.22	2.53	6.78
SC Future Scholar Advisor 529 Colua	267.47M	9.85	2.02	5.72
SC Future Scholar 529 Direct Large	256.73M	24.74	8.75	12.89
SC Future Scholar 529 Direct Growth	230.15M	14.98	4.76	9.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	43.770	+0.250	+0.57%