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

US Funds

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38.050 +0.150 +0.40%

21/11 - 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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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	3.660	4.480	0.820
Stocks	52.790	52.790	0.000
Bonds	43.510	43.670	0.160
Convertible	0.020	0.020	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.928	16.689
Price to Book	2.780	2.309
Price to Sales	1.842	1.641
Price to Cash Flow	11.949	9.575
Dividend Yield	1.823	2.458
5 Years Earnings Growth	11.347	10.311

Sector Allocation

Name	Net %	Category Average
Technology	24.660	20.328
Financial Services	14.640	14.945
Industrials	12.060	10.839
Consumer Cyclical	11.310	10.332
Healthcare	11.110	11.452
Communication Services	6.540	6.987
Consumer Defensive	5.640	6.498
Real Estate	3.940	7.819
Energy	3.930	4.191
Basic Materials	3.530	3.708
Utilities	2.630	2.903

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	-	32.11	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	11.66	58.35	+0.02%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	9.07	81.02	+0.07%
Vanguard Mortgage-Backed Securities	US92206C7719	8.73	45.77	+0.24%
Columbia Mid Cap Index Inst	-	8.18	-	-
Vanguard Total Bond Market II Idx I	-	7.59	-	-
Vanguard Developed Markets Index Ins Pls	-	7.57	-	-
SPDR Portfolio S&P 600 Small Cap	US78468R8530	4.46	48.61	+1.61%
SPDR Portfolio High Yield Bond	US78468R6062	4.43	23.77	+0.04%
Vanguard Emerging Mkts Govt Bd ETF	-	2.19	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	383.26M	14.34	5.62	9.67
SC Future Scholar Advisor 529 Modea	335.63M	10.27	2.65	6.78
SC Future Scholar Advisor 529 Colua	262.66M	9.09	2.16	5.74
SC Future Scholar 529 Direct Large	244.77M	20.75	8.90	12.79
SC Future Scholar 529 Direct Growth	219.42M	13.43	5.02	9.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	38.050	+0.150	+0.40%