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

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57.990 +0.070    +0.12%
26/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 388.67M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Aggressive Growth Por 57.990 +0.070 +0.12%

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 0.440 2.010 1.570
Stocks 93.070 93.070 0.000
Bonds 6.470 6.470 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.279 17.846
Price to Book 2.694 2.953
Price to Sales 1.861 2.373
Price to Cash Flow 11.908 13.035
Dividend Yield 1.859 1.615
5 Years Earnings Growth 10.976 12.266

Sector Allocation

Name  Net % Category Average
Technology 23.430 24.546
Financial Services 15.570 22.193
Industrials 12.550 6.655
Consumer Cyclical 11.190 7.531
Healthcare 10.780 20.750
Communication Services 6.440 6.106
Consumer Defensive 5.600 4.536
Energy 4.110 5.012
Real Estate 3.920 2.469
Basic Materials 3.780 2.420
Utilities 2.640 1.962

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 - 50.96 - -
Vanguard Developed Markets Index Ins Pls - 17.10 - -
Columbia Mid Cap Index Inst - 14.40 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 8.91 45.25 -1.24%
Vanguard Total Bond Market II Idx I - 5.39 - -
Vanguard Emerging Mkts Stock Idx Instl - 1.86 - -
  SPDR Portfolio High Yield Bond US78468R6062 1.38 23.45 -0.30%

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar Advisor 529 Modea 334.63M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 262.63M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 250.63M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 222.54M 18.96 7.28 9.32
  SC Future Scholar 529 Direct Modera 210.74M 14.98 5.05 7.46
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