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

US Funds

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27.820 +0.170 +0.61%

13/02 - Delayed Data. 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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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	19.690	20.390	0.700
Stocks	31.950	31.950	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	18.502	18.115
Price to Book	2.824	2.614
Price to Sales	1.922	1.929
Price to Cash Flow	12.263	11.231
Dividend Yield	1.764	2.105
5 Years Earnings Growth	10.220	10.836

Sector Allocation

Name	Net %	Category Average
Technology	25.960	21.104
Financial Services	15.220	15.357
Consumer Cyclical	11.980	11.013
Industrials	11.400	10.653
Healthcare	10.140	11.270
Communication Services	7.030	8.140
Consumer Defensive	5.440	6.221
Energy	3.750	3.583
Real Estate	3.620	6.559
Basic Materials	3.000	3.420
Utilities	2.480	2.683

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	58.29	+0.31%
Vanguard Mortgage-Backed Securities	US92206C7719	9.56	45.73	+0.42%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	9.43	80.98	+0.37%
Vanguard Total Bond Market II Idx I	-	9.03	-	-
SPDR Portfolio High Yield Bond	US78468R6062	4.79	23.75	+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	45.70	-0.04%
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	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.	27.820	+0.170	+0.61%