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Sc Future Scholar 529 (direct) Aggressive Growth Portfolio (0P0000O6MG)

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56.320 +0.020    +0.04%
04/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 368.26M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Aggressive Growth Por 56.320 +0.020 +0.04%

0P0000O6MG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Aggressive Growth Por (0P0000O6MG) fund. Our SC Future Scholar 529 Direct Aggressive Growth Por 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 0.500 1.490 0.990
Stocks 92.860 92.860 0.000
Bonds 6.610 6.620 0.010
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.472 17.460
Price to Book 2.640 2.810
Price to Sales 1.774 2.300
Price to Cash Flow 11.638 12.989
Dividend Yield 1.892 1.678
5 Years Earnings Growth 11.528 12.132

Sector Allocation

Name  Net % Category Average
Technology 23.180 24.098
Financial Services 15.200 23.060
Industrials 12.370 5.863
Healthcare 11.570 22.064
Consumer Cyclical 11.110 7.003
Communication Services 6.270 5.418
Consumer Defensive 5.740 4.629
Energy 4.190 5.664
Real Estate 4.040 2.986
Basic Materials 3.770 2.507
Utilities 2.570 2.060

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 51.25 - -
Vanguard Developed Markets Index Ins Pls - 17.54 - -
Columbia Mid Cap Index Inst - 14.08 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.67 45.64 +2.03%
Vanguard Total Bond Market II Idx I - 5.43 - -
Vanguard Emerging Mkts Stock Idx Instl - 1.57 - -
  SPDR Portfolio High Yield Bond US78468R6062 1.46 23.66 +0.32%
Vanguard Russell 1000 Growth ETF - 0.00 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Modea 327.69M 12.56 4.38 7.21
  SC Future Scholar Advisor 529 Colua 256.24M 11.34 3.69 6.14
  SC Future Scholar 529 Direct Large 233.95M 21.89 11.73 13.17
  SC Future Scholar 529 Direct Growth 211.73M 15.62 7.31 9.42
  SC Future Scholar 529 Direct Modera 210.74M 12.81 5.17 7.62
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