Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Sc Future Scholar 529 (direct) Age-based Moderate Track 6-7 Years (0P0000X5FN)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
42.770 -0.300    -0.70%
15/11 - 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
SC Future Scholar 529 Direct Age-Based Moderate Tr 42.770 -0.300 -0.70%

0P0000X5FN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FN) 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

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.260 1.160 0.900
Stocks 63.160 63.160 0.000
Bonds 36.550 36.680 0.130
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 17.823 17.410
Price to Book 2.736 2.374
Price to Sales 1.825 1.726
Price to Cash Flow 11.921 9.679
Dividend Yield 1.831 2.247
5 Years Earnings Growth 11.484 10.887

Sector Allocation

Name  Net % Category Average
Technology 23.970 19.219
Financial Services 14.810 15.205
Industrials 12.360 10.845
Consumer Cyclical 11.360 10.758
Healthcare 11.130 11.751
Communication Services 6.370 6.868
Consumer Defensive 5.640 6.403
Real Estate 4.030 8.293
Energy 3.970 4.040
Basic Materials 3.710 3.732
Utilities 2.640 2.892

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 - 36.22 - -
Vanguard Developed Markets Index Ins Pls - 10.57 - -
Columbia Mid Cap Index Inst - 10.13 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 8.53 58.37 +0.14%
  Vanguard Mortgage-Backed Securities US92206C7719 7.81 45.58 +0.07%
Vanguard Total Bond Market II Idx I - 7.38 - -
  Vanguard Intermediate-Term Corporate Bond US92206C8709 7.11 81.02 +0.16%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 5.53 46.89 0.00%
  SPDR Portfolio High Yield Bond US78468R6062 3.95 23.73 +0.08%
Vanguard Emerging Mkts Govt Bd ETF - 1.98 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 380.62M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 334.19M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 261.36M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.07M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 218.41M 13.43 5.02 9.01
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X5FN Comments

Write your thoughts about Sc Future Scholar 529 (direct) Age-based Moderate Track 6-7 Years
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email