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Sc Future Scholar 529 (direct) Age-based Moderate Track 8-9 Years (0P0000X5FO)

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37.580 +0.120 +0.32%

01/04 - 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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0P0000X5FO Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FO) 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	4.420	5.150	0.730
Stocks	50.620	50.620	0.000
Bonds	44.930	45.000	0.070
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	18.585	16.942
Price to Book	2.801	2.312
Price to Sales	1.882	1.659
Price to Cash Flow	11.803	9.498
Dividend Yield	1.796	2.449
5 Years Earnings Growth	10.899	9.944

Sector Allocation

Name	Net %	Category Average
Technology	24.330	20.291
Financial Services	15.910	15.682
Consumer Cyclical	12.040	10.652
Industrials	11.810	10.739
Healthcare	10.270	11.033
Communication Services	7.200	7.288
Consumer Defensive	5.420	6.326
Energy	3.750	4.122
Real Estate	3.580	7.649
Basic Materials	3.190	3.417
Utilities	2.480	2.798

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Index Inst	-	30.32	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	11.16	59.27	-0.10%
Vanguard Total Bond Market II Idx I	-	10.66	-	-
Vanguard Intermediate-Term Corporate Bond	US92206C8709	8.68	81.73	+0.12%
Vanguard Mortgage-Backed Securities	US92206C7719	8.41	46.20	-0.30%
Vanguard Developed Markets Index Ins Pls	-	8.08	-	-
Columbia Mid Cap Index Inst	-	7.76	-	-
SPDR Portfolio High Yield Bond	US78468R6062	4.24	23.35	+0.13%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	3.76	41.50	+1.49%
Vanguard Emerging Mkts Govt Bd ETF	-	2.10	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	385.65M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Modea	330.93M	2.00	5.21	6.67
SC Future Scholar Advisor 529 Colua	263.27M	2.05	4.50	5.68
SC Future Scholar 529 Direct Large	240.34M	1.39	12.34	12.76
SC Future Scholar 529 Direct Growth	220.71M	1.92	7.77	8.89

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Recent Quotes

Name	Price	Chg.	Chg. %
SC Future Scholar.	37.580	+0.120	+0.32%
Global Economic P.	88.130	-0.460	-0.52%
CALEDONIA FUNDO D.	267.564	0.000	0.00%