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Sc Future Scholar 529 (direct) Conservative Portfolio (0P0000O6WY)

US Funds

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20.470 +0.010 +0.05%

21/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 206.35M

Type: Fund

Market: United States

Asset Class: Bond

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0P0000O6WY Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Conservative Portfoli (0P0000O6WY) fund. Our SC Future Scholar 529 Direct Conservative Portfoli 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	38.440	38.880	0.440
Stocks	10.950	10.950	0.000
Bonds	50.580	50.750	0.170
Convertible	0.020	0.020	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.166	14.390
Price to Book	4.262	2.482
Price to Sales	2.785	1.885
Price to Cash Flow	15.196	8.855
Dividend Yield	1.451	2.243
5 Years Earnings Growth	11.524	23.220

Sector Allocation

Name	Net %	Category Average
Technology	32.970	22.535
Financial Services	12.500	13.872
Healthcare	11.610	11.621
Consumer Cyclical	10.290	17.048
Communication Services	8.870	8.111
Industrials	7.580	9.071
Consumer Defensive	5.870	5.412
Energy	3.310	5.848
Utilities	2.670	5.232
Real Estate	2.340	5.457
Basic Materials	1.990	16.174

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Intermediate-Term Government Bond	US92206C7065	15.22	58.35	+0.02%
Columbia Large Cap Index Inst	-	10.94	-	-
Vanguard Total Bond Market II Idx I	-	10.34	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	8.83	45.77	+0.24%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	8.81	81.02	+0.07%
SPDR Portfolio High Yield Bond	US78468R6062	5.03	23.77	+0.04%
Vanguard Emerging Mkts Govt Bd ETF	-	2.49	-	-

Top Bond Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar Advisor 529 Coluc	29.11M	4.35	0.44	2.05
SC Future Scholar Advisor 529 Coluz	18.36M	4.97	1.20	2.82
SC Future Scholar Advisor 529 Colue	12.09M	4.54	0.70	2.31
SC Future Scholar 529 Direct Bond I	10.43M	1.98	-2.18	1.44
SC Future Scholar TIPS Bond ETF 529	4.55M	2.97	-1.69	2.05

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	20.470	+0.010	+0.05%