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

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58.840 +0.400    +0.68%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 388.41M
Type:  Fund
Market:  United States
Asset Class:  Equity
SC Future Scholar 529 Direct Aggressive Growth Por 58.840 +0.400 +0.68%

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 0.040 1.200 1.160
Stocks 92.820 92.820 0.000
Bonds 7.090 7.100 0.010
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.439 17.256
Price to Book 2.617 2.807
Price to Sales 1.755 2.319
Price to Cash Flow 11.511 12.894
Dividend Yield 1.923 1.685
5 Years Earnings Growth 11.297 12.044

Sector Allocation

Name  Net % Category Average
Technology 23.500 24.087
Financial Services 15.080 23.219
Industrials 12.550 5.789
Consumer Cyclical 11.340 7.007
Healthcare 11.040 21.834
Communication Services 6.320 5.597
Consumer Defensive 5.680 4.680
Real Estate 4.020 2.691
Energy 4.010 5.520
Basic Materials 3.820 2.401
Utilities 2.650 2.168

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 - 51.36 - -
Vanguard Developed Markets Index Ins Pls - 17.48 - -
Columbia Mid Cap Index Inst - 14.09 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.54 49.09 -0.93%
Vanguard Total Bond Market II Idx I - 5.57 - -
Vanguard Emerging Mkts Stock Idx Instl - 1.51 - -
  SPDR Portfolio High Yield Bond US78468R6062 1.45 23.81 -0.17%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Modea 339.54M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 265.5M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 246.37M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 222.27M 13.43 5.02 9.01
  SC Future Scholar 529 Direct Modera 210.74M 10.56 3.28 7.21
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