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

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54.410 -0.020 -0.04%

24/01 - 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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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	0.160	1.520	1.360
Stocks	82.700	82.700	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	17.902	16.942
Price to Book	2.684	2.323
Price to Sales	1.838	1.702
Price to Cash Flow	11.842	9.567
Dividend Yield	1.869	2.399
5 Years Earnings Growth	10.294	10.209

Sector Allocation

Name	Net %	Category Average
Technology	24.440	19.847
Financial Services	15.750	15.737
Industrials	12.140	10.795
Consumer Cyclical	11.640	10.707
Healthcare	10.260	11.443
Communication Services	6.580	7.182
Consumer Defensive	5.560	6.602
Energy	3.980	4.121
Real Estate	3.670	7.057
Basic Materials	3.400	3.602
Utilities	2.590	2.909

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	46.39	-0.17%
Vanguard Mortgage-Backed Securities	US92206C7719	3.02	45.58	+0.57%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	2.26	80.85	+0.52%
SPDR Portfolio High Yield Bond	US78468R6062	1.86	23.82	+0.08%
Vanguard Intermediate-Term Government Bond	US92206C7065	1.71	58.31	+0.43%
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	402.37M	15.96	5.33	9.67
SC Future Scholar Advisor 529 Modea	339.2M	11.22	2.53	6.78
SC Future Scholar Advisor 529 Colua	267.22M	9.85	2.02	5.72
SC Future Scholar 529 Direct Large	257.5M	24.74	8.75	12.89
SC Future Scholar 529 Direct Growth	230.26M	14.98	4.76	9.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	54.410	-0.020	-0.04%